Kathleen Carlson - Email & Phone Number

Vice President/Financial Advisor at CAPTRUST at Captrust

Kathleen Carlson is based out of Dayton Metropolitan Area and works at Captrust as Vice President/Financial Advisor at CAPTRUST.

Kathleen Carlson's Contact Information

Kathleen Carlson's Work email

k*****@captru***.com

Valid

Latest update

October 25, 2025

Location

Dayton Metropolitan Area

Kathleen's current employer

Captrust

Description

CAPTRUST’s Boston-based advisors provide investment advisory services to fiduciaries of corporate retirement plans and wealth management ...

Website

captrustadvisors.com

HQ Location

Raleigh, NC, United States

Number of employees

1001-5000

Industry

Investment Advice

Latest update

April 30, 2024

Read about Captrust

Frequent questions about Kathleen Carlson

What company is Kathleen Carlson working for?

Kathleen Carlson works for Captrust.

What is Kathleen Carlson's function at Captrust?

Kathleen Carlson is Vice President/Financial Advisor at CAPTRUST at Captrust.

Where is Kathleen Carlson based?

Kathleen Carlson is based out of Dayton Metropolitan Area.

What is Kathleen Carlson's work email address?

Kathleen Carlson's professional email address is k*****@captru***.com

Who are Kathleen Carlson's co-workers?

Kathleen Carlson's colleagues are Ben Goldstein, Bruce Johnson, Fielding Miller, Bruce Graham, Marcus Magyar, Joseph Howard, Shawn Morris, Marilyn Schaja, Jared Anderson, Kelly Shikany, Sean Teesdale, Keith Biskup, Chris Garner, Joshua Haire, Ed Cheatham, Deann Mitchell, Adam Eisenhauer, John Peterson, Richard Rodriguez, Lauren Lambert, Janelle Correnti, Lydia Zabrycki, Kathaleen Coelho, Harrison Collins, Christopher Riley, Will Moody, Michelle Mahoney, Julie Fuller, Michael Henderson, Ted Lew, Nick Wilson, Raquel Lopez, Catherine Seeber, Chad Griffeth, Will Chitwood.

Kathleen's co-workers

Vice President, Financial Advisor

Marcus Magyar

Vice President I Financial Advisor

Joseph Howard

Vice President and Financial Advisor

Shawn Morris

Vice President, Financial Advisor

Marilyn Schaja

Vice President | Financial Advisor

Jared Anderson

Senior Vice President | Financial Advisor

Kelly Shikany

Vice President | Financial Advisor

Sean Teesdale

Vice President | Financial Advisor

Keith Biskup

Vice President, Financial Advisor

Chris Garner

Vice President, Financial Advisor

Joshua Haire

Vice President, Financial Advisor

Ed Cheatham

Vice President | Financial Advisor

Deann Mitchell

Vice President | Wealth Advisor

Adam Eisenhauer

Vice President | Financial Advisor

John Peterson

Senior Vice President - Financial Advisor

Richard Rodriguez

Vice President

Lauren Lambert

Senior Vice President | Financial Advisor

Janelle Correnti

Senior Vice President | Financial Advisor

Lydia Zabrycki

Vice President, Client Engagement ACEC Retirement Trust

Kathaleen Coelho

Vice President, Financial Advisor

Harrison Collins

Vice President | Financial Advisor

Christopher Riley

Senior Vice President/Financial Advisor

Will Moody

Vice President | Financial Advisor

Michelle Mahoney

Vice President, Wealth Manager

Julie Fuller

Vice President

Michael Henderson

Vice President, Financial Advisor CAPTRUST

Ted Lew

Vice President / Financial Advisor

Nick Wilson

Vice President

Raquel Lopez

Vice President | Financial Advisor

Catherine Seeber

Vice President | Financial Advisor

Chad Griffeth

Vice President | Financial Advisor

Will Chitwood

Vice President, Financial Advisor

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