Kathmere Capital Management Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

We are a specialized team of Private Wealth Advisors who collectively serve as our client’s Personal CFO. We work with a select group of business owners, executives, specialty professionals and their families who have complex financial lives.

If you’re like many of the successful people that we work with, you’d rather spend your time focused on what matters most to you, your family, your business, and your life, not on your financial plan or investments. That’s where we come in. Our clients appreciate the depth of our investing and financial planning expertise, which brings them confidence about their financial future.

The information provided on this profile is for informational purposes only and should not be considered investment advice or a recommendation of any particular strategy or product. This profile is not intended as a solicitation for advisory services.

Find Kathmere Capital Management employees' phone numbers or email addresses

Kathmere Capital Management Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

Kathmere Capital Management's Leadership

  • Stylized image of a person
    M. M.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    N. R.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    A. K.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    A. W.
    Chief Planning Officer
    Phone icon
  • Stylized image of a person
    M. O.
    Operations Manager
    Phone icon
  • Stylized image of a person
    G. F.
    Principal
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  • Stylized image of a person
    B. F.
    Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    B. L.
    Senior Wealth Management Advisor
    Phone icon

Kathmere Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Accounting
  • Other

Contact profiles from Kathmere Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. M.
    Chief Executive Officer
    Phone icon
    United StatesPennsylvania
    Feb 09, 2026
  • Stylized image of a person
    N. R.
    Chief Investment Officer
    Phone icon
    United StatesPennsylvania
    Jun 16, 2025
  • Stylized image of a person
    A. K.
    Chief Operating Officer
    Phone icon
    United StatesPennsylvania
    Feb 09, 2026
  • Stylized image of a person
    A. W.
    Chief Planning Officer
    Phone icon
    United StatesPennsylvania
    Feb 09, 2026
  • Stylized image of a person
    M. O.
    Operations Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    G. F.
    Principal
    Phone icon
    United StatesPennsylvania
    Dec 04, 2025
  • Stylized image of a person
    B. F.
    Senior Wealth Advisor
    Phone icon
    United StatesPennsylvania
    Sep 09, 2025
  • Stylized image of a person
    B. L.
    Senior Wealth Management Advisor
    Phone icon
    United StatesPennsylvania
    Nov 20, 2025
  • Stylized image of a person
    K. D.
    Senior Private Wealth Advisor
    Phone icon
    United StatesPennsylvania
    Jul 07, 2025
  • Stylized image of a person
    K. M.
    Principal, Senior Wealth Advisor
    Phone icon
    United StatesPennsylvania
    Nov 19, 2025

Frequently Asked Questions

What is Kathmere Capital Management known for?

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Kathmere Capital Management was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 435 Devon Park Drive Suite 715 Wayne, Pennsylvania 19087 United States; you can contact the main corporate office by phone at . Explore Kathmere Capital Management's company overview page for more information.

What is Kathmere Capital Management's most common email format?

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Kathmere Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kathmere Capital Management email formats with LeadIQ.

How many employees does Kathmere Capital Management have currently?

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Kathmere Capital Management has approximately 25 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Kathmere Capital Management's key employees and leadership?

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As of February 2026, Kathmere Capital Management's key employees include:

  • Chief Executive Officer: M. M.
  • Chief Investment Officer: N. R.
  • Chief Operating Officer: A. K.
  • Chief Planning Officer: A. W.
  • Operations Manager: M. O.

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