Manager, Portfolio Construction
Kathleen Corrigan joined Financial Architects Partners in September 2013 as an Associate in the Portfolio Administration department and was later promoted to Account Manager. In that role, she was responsible for the active management of client portfolios and served as a liaison between clients, their advisors, and life insurance carriers.
Kathleen transitioned to the Portfolio Construction department in February 2015. In her current role as Manager, she is responsible for the review and analysis of clients' existing insurance, evaluating portfolio efficiencies and identifying areas for improvement, as well as new portfolio design for prospective clients. She works with producers to collaborate on advanced case design and analysis, leveraging life insurance as an estate planning technique for ultra-high net worth clients.
Prior to joining FAP, Kathleen gained valuable financial experience as an investment banking intern, during which time she worked on numerous financial research assignments for public sector clients. Kathleen is a native New Yorker and enjoys traveling, running, and spending time with family and friends.
You may not know that after graduating from Holy Cross, Kathleen completed a year of service with the Jesuit Volunteer Corps in Saint Louis, Missouri, where she taught at an all-girls school.
Bachelor of Arts in Economics, College of the Holy Cross
800 Boylston Street, 26th Floor
Boston, MA 02199