Kathleen Youngerman has over 26 years of investment and wealth advisory experience. She joined Morgan Stanley in 2009 as a result of the firm’s purchase and merger with Citi Family Office division of Smith Barney. She is one of approximately 400 advisors who are a part of the elite Private Wealth Management Division of Morgan Stanley. This business unit provides a comprehensive wealth management approach with an expertise in complex financial structuring, tax/estate strategies and family office services such as philanthropy and family governance. In addition to leveraging of Morgan Stanley’s global resources; our PWM advisors are supported by a dedicated team of over 100 analyst and experts that are dedicated to assisting PWM advisors serve our most prestigious clientele.
Kathleen was once again named a Barron’s Top 1,200 National Advisors a/o March 7, 2017 and was selected for her extensive knowledge and experience, as well as for her superior commitment and sophisticated approach to integrating the intricate wealth management requirements of her clients. And, Kathleen was named to Forbes Magazine’s Inaugural “Top 200 Women Financial Advisors” a/o February 28, 2017. Kathleen has also been recognized in the local St Louis community with the 2015 Professional Advisor Legacy Award by the St. Louis Planned Giving Council.
Kathleen, the senior member of Harmony Family Office, serves 12 high net worth to ultra-high net worth, multi-generational families. She oversees a team of 6 local office professionals and serves as the chairman of the Harmony Family Office investment committee with capital responsibilities of 570 million+ in assets a/o December 31, 2016. She is the Senior Portfolio Manager of the Office’s 160 million+ core portfolio a/o December 31, 2016 comprised of individual stocks and bonds. And, Kathleen oversees her team’s use of the firm resources for researching and selecting third party management and alternative investments to complete customized investment solutions for each of our families. In addition, she manages the comprehensive financial planning services our team utilizes to support the integration of the complex wealth management requirements of our clients.
Clients range from those with over 100 million in assets to those who currently have fewer liquid assets but have additional illiquid assets that consist of privately held companies and commercial real estate holdings. And, about one third of these clients have philanthropic endeavors. Kathleen manages and integrates the details of her clients’ complex financial lives; including advising, managing and researching opportunities and risks, as well as overseeing and assisting with their day–to-day legal, tax, cash flow and accounting requirements.
Kathleen and her husband, Kerry Youngerman, live in their home town of St. Louis, Missouri with their three children. She is avid about her yoga and dance classes and the Center of Creative Arts (COCA). She attended St. Joseph's Academy in St. Louis, MO; Santa Clara University; and Washington University in St. Louis, MO. Kathleen has become an advisor and volunteer for several charitable causes as a result of many of her clients’ passions.
We are proud of our many years of experience in managing assets through several very different economic cycles and would welcome the opportunity to share our historical allocations and results with prospective clients. The successful management of your liquid assets is a function of a well-planned, customized risk and return analysis designed to fit you and your family’s particular needs.
*Kathleen L. Youngerman, CFP® , Managing Director,
Executive Director, Senior Portfolio Management Director,
Senior Investment Management Consultant, Family Wealth Director,
Private Wealth Advisor
Rebecca A. Hance
Assistant Vice President
Portfolio Management Associate
Valerie L Warren
Assistant Vice President
Wealth Management Associate
The Professional Advisor Award is awarded to a professional for-profit gift planning advisor. This award recognizes that advisor's skill, knowledge, imagination, and insight in meeting the specific needs of his/her client.
Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC.
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