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Kathleen is President of Pegassets, LLC, a firm dedicated to the licensing of innovative and disruptive intellectual property to the financial services industry. Prior to joining Pegassets, she served as President of SerenityShares Investments, an ESG-dedicated ETF start-up. Kathleen brings more than 30 years' experience in the investment management industry including executive level experience running and managing an investment advisory firm. As President of TAMRO Capital Partners in Alexandria, VA, she was in charge of leading the business aspects of this $2.5 billion asset management firm including client services, finance, operations, compliance, and administration.