��������

Kathleen Morris Cheek possesses extensive experience in client relationship management within the financial services industry. At EP Wealth Advisors, Kathleen has served as both Client Relationship Manager and Senior Client Relationship Associate since January 2021. Prior experience includes a role as Relationship Manager at NewFocus Financial Group from November 2014 to January 2021, and a decade at Morgan Stanley Smith Barney as Senior Client Service Associate from 2004 to November 2014. Earlier in their career, Kathleen held the position of Timekeeper in the set lighting and grip department at Universal Studios from 1998 to 2001.