UNIONDALE, NY / ACCESS Newswire / January 16, 2025 / Marquis Who's Who honors Mary Kate Flaherty, CFP®, for her expertise in finance. Ms. Flaherty has made outstanding contributions to the financial planning industry. As the founder and portfolio manager at MKF Private Wealth Management, she has distinguished herself through her expertise in investment management, dedication to her clients and an unwavering commitment to excellence.
Educational Foundation and Career Beginnings
Ms. Flaherty's academic achievements prepared her for a stellar career. She set a strong academic foundation in her early years at Shattuck-St. Mary's, a Minnesota-based boarding school. In 2011, she earned a Bachelor of Science in Business Administration from the University of Denver, where she double majored in Finance and Biological Sciences, and completed a minor in Spanish. As a senior there, she earned the exclusive opportunity to manage DU's Reiman Investment Fund, the endowment fund for the university. She further enhanced her education by completing coursework at prestigious institutions, including The London School of Economics, The Carlson School of Business at the University of Minnesota and the University of Granada in Spain.
Following her studies, Ms. Flaherty began her career as a financial analyst at Triage Custom Inc. In this role, she sharpened her analytical skills and began building a foundation for future success. She then worked for Charles Schwab for a decade and became the youngest vice president at the time in the company's history. Her journey to this role included pivotal positions as a vice-president, financial consultant, associate financial consultant and a high-net-worth trader, where she was bestowed the honor of joining the Premiere Trading Team and the privilege of serving the most exclusive clientele with portfolios exceeding $100 million. Her clients were comprised of prominent American families, celebrities, politicians, entrepreneurs, and professional athletes.
A Catalyst for Change
In 2021, Ms. Flaherty took a sabbatical to care for her parents, both of whom were diagnosed with cancer. Despite these personal challenges, her expertise remained in high demand, drawing interest from major financial institutions such as Morgan Stanley and UBS. In 2022, she established MKF Private Wealth Management, recognizing the opportunity to offer clients a more personalized approach.
The launch of MKF Private Wealth Management marked a pivotal moment in Ms. Flaherty's career. It granted her control over investment strategies and the ability to build deeper client relationships. Since founding the company, Ms. Flaherty has led its efforts in providing specialized services for high-net-worth individuals, including tailored investment strategies, retirement planning and tax optimization. She employs a hands-on approach and manages various financial instruments, such as stocks, bonds and alternative investments.
Accolades and Community Involvement
Throughout her career, Ms. Flaherty has garnered numerous accolades, including the Platinum Chairman's Club Award, the Key Contributor Award and multiple Client Champion Awards during her time at Charles Schwab.
Ms. Flaherty also finds time for civic activities and various hobbies. She is an advocate for the Denver Zoo and the Rocky Mountains Society and supports organizations such as Girls Inc., Service for Sight and The Anchor Center for Blind Children. Additionally, she indulges in a few of her favorite pastimes, such as downhill skiing, sailing, golfing and playing board games.
A Personal Approach to Financial Planning
Ms. Flaherty plans to focus on growing MKF Private Wealth Management in the coming years. She plans to maintain the firm's personalized approach while expanding her team. She has approached financial planning with the intent of building lasting relationships with her clients. For Ms. Flaherty, this means participating in significant life events like birthdays and retirements. This personal touch of blending professional expertise with genuine care has made her a shining star in her field.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms worldwide. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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SOURCE: Marquis Who's Who
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