Kathryn Stegmann, AWMA^®

Private Wealth Analyst, Investments

As an analyst for the PO&H Group, Kathryn's primary focus is on performance reporting and other portfolio and market-related activities. She also acts as a liaison to both internal and external portfolio managers with whom the team works. Kathryn works closely with the other members of the PO&H Group's relationship management team in order to coordinate a seamless process between portfolio-related issues and client service.

Kathryn has been with the team since 2005 and received her bachelor's degree in decision sciences and management information systems from George Mason University. She later went on to earn her master's degree in finance from The Johns Hopkins University and holds the Accredited Wealth Management Advisor^SM (AWMA^®) designation. She lives in Ashburn, Virginia with her husband, James.