Client Services Manager
Top 5 StrengthsFinders
What three words best describe you?
What I like best about my role at Lenox
The ability to learn something new every day, and to foster lasting relationships with our clients.
Best advice I was ever given
Failure is only temporary, regret lasts a lifetime.
What does “Fund a Life You Love” mean to you?
To travel the world, enjoy the little things, and create a career I am proud of.
Katelyn grew up in Denver, Colorado where she attended The University of Colorado at Boulder. After graduating with a degree in Finance and Operations she relocated to Cincinnati.
Katelyn has prior experience in marketing, client services, venture capital and wealth management. She aims to get her CFP certification within the next couple years, and become a financial advisor.
In her free time she enjoys traveling, Crossfit, and trying local restaurants.