Cardinal Capital Management

Kathleen A. Warren, CFP®

Vice President

Kathleen A. WarrenKathleen serves as a Portfolio Manager at Cardinal.  She performs equity and fixed income analysis, services client investment portfolios and client needs, and manages Cardinal’s proprietary multi-factor valuation model.  Prior to returning to Cardinal, Kathleen worked as an Associate at Credit-Suisse in their Private Bank in Atlanta, GA. Kathleen received her M.B.A from UNC’s Kenan-Flagler Business School where she was a member of the Carolina Women in Business Club and co-chaired Kenan-Flagler’s Habitat for Humanity Annual Golf Charity event. Prior to graduate school, Kathleen worked at Cardinal as an Analyst supporting client needs, executing trades, preparing annual reviews and doing equity research. Prior to Cardinal, Kathleen worked at Thomas Weisel Partners in the Private Client group in New York City where she passed the series 7 and 63 exams. Kathleen also spent time in New York and London working for Sotheby’s Auction House in the English Furniture Department. Kathleen received her B.A. from Wake Forest University where she was a member of the women’s soccer team. Currently, Kathleen is a member of the Young Leaders Committee for the Juvenile Diabetes Research Foundation’s Triangle Chapter and is a mentor through the YMCA’s Community Hope Program. She is FINRA series 65 licensed. Kathleen has passed level I of the CFA exam. Kathleen is a Certified Financial Planner.

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