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Kathleen Kee, CFP®

Senior Wealth Advisor at Buckingham Strategic Wealth

Kathleen Kee is an experienced financial professional who currently serves as an Independent Director on the board of THE JENSEN QUALITY GROWTH FUND INC. Her key roles and background include:

Professional Experience

Current Positions:

  • Senior Wealth Advisor and shareholder at Buckingham Strategic Wealth, an independent, fee-only wealth management company24
  • Independent Board Director and Audit Chair for the Jensen Quality Growth mutual fund12

Previous Experience:

  • Chief Executive Officer of Confluence Wealth Management LLC from 2011 to 202012

Expertise and Qualifications

  • Certified Financial Planner (CFP®)4
  • Specializes in helping clients with complex financial situations2
  • Expertise in working with high-net-worth individuals and families1

Board Appointments

  • Elected as an Independent Director of the Jensen Quality Growth Fund in October 202113
  • Serves on the Audit Committee of the fund2

Community Involvement

Kathleen is actively involved in various community and professional organizations:

  • Secretary Treasurer for the Downtown Redevelopment Authority2
  • Chair of the Friends of the Children Foundation - Portland2
  • Founding board member of Friends of the Children SW WA2
  • Past chair of Randall Children's Hospital board of Trustees2

Education

  • BS in Finance from Oregon State University2
  • MBA from Washington State University2

Kathleen Kee is recognized for her leadership in the financial services industry, particularly as a woman of color and business owner. She has received accolades such as being named one of the Portland Business Journal's Women of Influence.2

Highlights

Sep 18 · streetinsider.com
Form DEF 14A Jensen Quality Growth For: Sep 18 - StreetInsider
[PDF] Jensen - Quality Growth - Semi-Annual Report

Related Questions

What are Kathleen Kee's main responsibilities as an Independent Director at THE JENSEN QUALITY GROWTH FUND INC?
How did Kathleen Kee's experience as CEO of Confluence Wealth Management prepare her for her role at THE JENSEN QUALITY GROWTH FUND INC?
What are some of Kathleen Kee's notable achievements in the financial industry?
How does Kathleen Kee contribute to the community through her board memberships?
What is Kathleen Kee's approach to wealth management at Buckingham Strategic Wealth?
Kathleen Kee, CFP®
Kathleen Kee, CFP®, photo 1
Kathleen Kee, CFP®, photo 2
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Location

Portland, Oregon, United States