Managing director and senior wealth adviser,
Boston Private Wealth
- Enjoys science fiction and fantasy novels.
- Saw five shooting stars on a camping trip to Joshua Tree National Park.
- Created self-guided "Breaking Bad" tour of Albuquerque, N.M.
Kathleen Kenealy's colleagues view her as a stable, reliable hard worker — so much so that they presented her with a celebrity-roast-like "Silent Assassin" award at their most recent annual employee dinner, noting that she "quietly killed it" all year.
Taking on duties in addition to her role as a wealth advisor and planner, Ms. Kenealy helped create and deliver an internal wealth-management training curriculum, led an initiative to implement new financial planning tools to deepen the advice the firm provides, and advocated for the firm's membership in the Financial Planning Association, in which she has been active since 2005.
For someone so seemingly driven, she describes the route to her current position as "roundabout."
Ms. Kenealy grew up in the Boston area and attended nearby Babson University, where she majored in finance but had no idea what she wanted to do. She landed a job at a suburban boutique wealth management firm and discovered she loved the work. After moving to San Diego for three years, she returned to Boston in 2014 and came to her current employer after a year at another firm.
When she's not organizing a vacation via a spreadsheet — "The 'P' in CFP stands for planner, doesn't it?" she asks — Ms. Kenealy combines her passion for financial planning and giving back to her community by providing pro bono financial advice at various local events. She also volunteers at a Red Cross food pantry.
Ms. Kenealy was a member of the inaugural class of the Schwab Executive Leadership Program, which helps prepare young RIA executives for the future.
— Evan Cooper; Photo credit: Brad Trent