Kathy is responsible for credit market and interest rate analysis as well as fixed income education for investors at Schwab. Kathy has studied global credit markets extensively throughout her career as a fixed income investment strategist, working with both institutional and retail clients.
Prior to joining Schwab in 2011, Kathy was a fixed income strategist with Morgan Stanley Smith Barney, where she specialized in global-macro strategy covering domestic and international bonds as well as foreign exchange. She has also been a consultant with the alternative investments firm Tazo Consulting and was executive vice president of the debt capital markets division at Prudential Securities.
Kathy received her bachelor’s degree in English literature with honors from Northwestern University and her Master of Business Administration in finance from Northwestern University's Kellogg Graduate School of Management.