Kayly Gerowski
CFP®
Associate Director
- Shareholder
Kayly Gerowski is an Associate Director at Pathstone. Ms. Gerowski serves as an Investment Advisory Services Lead for many of the company’s clients and is responsible in assisting and monitoring investment reporting. In addition to her role on the Investment Advisory Services team, Kayly is cross-trained in the Accounting & Financial Reporting department where she handles daily finances of Pathstone’s client families. This includes daily invoice processing, quarterly financial reporting, and various duties to ensure clients’ needs are met.
Prior to joining Pathstone, Kayly was an Associate for Graver Capital Management in Lake Forest, IL. During her time at GCM, she assisted in operational duties, conducted market research and prepared statistical reports. Kayly is a graduate of Lafayette College, earning a Bachelor of Arts in Economics and a minor in Spanish. In school, she balanced a rigorous academic schedule while playing competitive Division I volleyball. Kayly is a CFP®* professional.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Group
Certification
Office
Kayly Gerowski is an Associate Director at Pathstone. Ms. Gerowski serves as an Investment Advisory Services Lead for many of the company’s clients and is responsible in assisting and monitoring investment reporting. In addition to her role on the Investment Advisory Services team, Kayly is cross-trained in the Accounting & Financial Reporting department where she handles daily finances of Pathstone’s client families. This includes daily invoice processing, quarterly financial reporting, and various duties to ensure clients’ needs are met.
Prior to joining Pathstone, Kayly was an Associate for Graver Capital Management in Lake Forest, IL. During her time at GCM, she assisted in operational duties, conducted market research and prepared statistical reports. Kayly is a graduate of Lafayette College, earning a Bachelor of Arts in Economics and a minor in Spanish. In school, she balanced a rigorous academic schedule while playing competitive Division I volleyball. Kayly is a CFP®* professional.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
