Our Team

Kathleen B. Neumann, CFA, Partner

President

Kathy oversees management of the firm and execution of TAMRO’s business strategy. She brings over 26 years investment experience in positions including equity analyst and portfolio manager to the Investment Team.  Additionally, she participates in the firm's client service effort.  Prior to joining TAMRO in 2004, Kathy was a Managing Director and Senior Client Portfolio Manager for Atlantic Trust Company. Before joining Atlantic Trust in 1999, she was Director of Client Services for Riggs Investment Management Corporation (RIMCO).

Kathy earned her B.A. in Economics from the University of Maryland, where she was nominated to Phi Beta Kappa, and her M.B.A. in Finance and Investments from The George Washington University. Kathy holds the Chartered Financial Analyst designation and is a past President and board member of the CFA Society of Washington, D.C.