Our Team Shareholder Services
Kathryn Kramer Klein
Assistant Director of Shareholder Services
Ms. Klein joined Pacific Heights Asset Management, LLC in 2006 and has served as the Assistant Director of Shareholder Services since 2007.
Prior to joining Pacific Heights, Ms. Klein served in various capacities at TD Ameritrade, Inc. (formerly TD Waterhouse and Waterhouse Securities) from 1992 through 2001, including most recently as Vice President and Branch Manager. Ms. Klein also served as an Account Officer in various marketing, operational and administrative capacities.
Ms. Klein received her undergraduate degree from Louisiana State University.