Kathleen Horvath

Kathleen Horvath is an accomplished professional with a diverse background in finance and sports. Currently self-employed since March 2003, Kathleen has taken on roles as a full-time mother, advisor, investor, mentor, and part-time tennis coach, while also raising three children and developing a top national junior tennis player. Prior experience includes serving as Vice President in Private Wealth Management at Goldman Sachs from August 1996 to March 2003, where asset allocation and client relationships for high net worth individuals and institutional accounts were managed, along with holding series 7, 3, 63, and 65 licenses. Kathleen started an impactful career at Merrill Lynch as an Associate in Fixed Income Institutional Sales, participating in a rigorous MBA associate program. Additionally, Kathleen was a ranked tennis professional with the WTA from 1979 to 1989, achieving a top 10 ranking and winning 10 professional titles. Educational accomplishments include a BS and MBA in Economics, Finance, and Marketing from The Wharton School from 1990 to 1995.