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Kathleen Grace
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Finance
Consumer Services
Profile
Ms. Kathleen A. Grace is a Managing Member & Chief Executive Officer at Fiduciary Family Office LLC.
She provides financial and estate tax planning strategies to retired Fortune 500 executives, affluent multigenerational families, entrepreneurs, and institutions.
By serving as her clients’ Chief Financial Officer (CFO), Ms. Grace advises on all facets of wealth planning, helping clients chart a financial course for lifetime wealth creation.
She has over 30 years of experience.
Ms. Grace began her career working in Commodity Futures at the Chicago Board of Trade.
She has also held executive positions with Goldman Sachs Personal Financial Management, RSM McGladrey, Inc., Merrill Lynch Private Client Group, and Citigroup.
She earned a bachelor’s degree in business administration in Finance and a Master of Professional Accounting degree from the University of Miami.
She completed her CFP curriculum at Nova Southeastern University School of Business.
Kathleen Grace active positions
| Companies | Position | Start |
|---|
Former positions of Kathleen Grace
| Companies | Position | End |
|---|---|---|
Carl Domino, Inc.
 Carl Domino, Inc. Investment ManagersFinance CDI focuses on large-cap value stocks that pay a dividend, preferably with over 1.8% yield. The firm also invests in bonds when needed or when deemed appropriate. Their discipline strategy is designed to produce above-average, long-term results while taking less than market risk. CDI is a true bottom-up investment manager, using top-down macroeconomic and sector analysis only to set the stage for their fundamental analysis. | Portfolio Manager-Equities | 2007-12-30 |
Chicago Board of Trade
 Chicago Board of Trade Investment Banks/BrokersFinance Provides trade derivative facilities | Corporate Officer/Principal | - |
| CITIGROUP INC. | Corporate Officer/Principal | - |
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Corporate Officer/Principal | - |
Training of Kathleen Grace
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Citigroup, Inc.
 Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services | Finance |
Carl Domino, Inc.
Carl Domino, Inc. Investment ManagersFinance CDI focuses on large-cap value stocks that pay a dividend, preferably with over 1.8% yield. The firm also invests in bonds when needed or when deemed appropriate. Their discipline strategy is designed to produce above-average, long-term results while taking less than market risk. CDI is a true bottom-up investment manager, using top-down macroeconomic and sector analysis only to set the stage for their fundamental analysis. | Finance |
Chicago Board of Trade
Chicago Board of Trade Investment Banks/BrokersFinance Provides trade derivative facilities | Finance |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Finance |
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