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Kathryn Finn: What exactly IS Portfolio Management?
Manage episode 335511415 series 3285175
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Hey Trailblazers!! I am so excited to be joined by Kathryn Finn for this week's episode. With over 25 years of experience, Kathryn is the Portfolio Manager at RBC Dominion Securities where she helps her clients - 70% of which are women - achieve their financial goals. Kathryn primarily assists individuals who have undergone a major life event including divorce, death, and the selling of a business. Throughout this episode, Kathryn talks about what it means to be a portfolio manager, how she discovered portfolio management and the start of her career, her advice for those wanting to enter into the industry, the entrepreneurial aspect to portfolio management, the lack of women in the industry, and more!
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