In this episode, Kathryn Swain, the Founder of LGBTQInvest, shared her personal transitioning story as well as her professional story.
At age 21, Kathryn began her career at Merrill Lynch in Baltimore while working full-time and finishing her undergraduate degree by night.
Over the next 15 years, Kathryn expanded her presence in the registered investment advisory business, becoming one of the top RIAs in Northern California–eventually overseeing more than $350 million in client assets, and ultimately achieving her career goal of joining Goldman Sachs as an executive.
After transitioning, she became frustrated in her search for a Wall Street firm that would not only treat her with respect and dignity as a trans woman but would also share her same passion for socially responsible investing and LGBTQIA+ advocacy. She resolved to create that firm herself and LGBTQi was born.
Connect with Kathryn and her services
▶︎ WEBSITE | https://lgbtqinvest.com/
▶︎ INSTAGRAM | https://www.instagram.com/kathrynkswain/
▶︎ INSTAGRAM | https://www.instagram.com/lgbtqinvest/
▶︎ LINKEDIN | https://www.linkedin.com/in/kathryn-swain-6272734/
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DISCLAIMER: Shelbe Chang and Michelle Herman are not licensed financial advisors. In this video, the topics discussed, and ideas presented are for entertainment purposes only. The information presented should not be construed as financial or legal advice. We encourage you to do your own research about each investment and make a decision for yourself, whether or not you want to invest.
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