Serving San Francisco, East Bay, and Silicon Valley

Kathy Wheadon, founder of Clarelane Consulting, LLC, has over 30 years’ experience in banking and financial services with a consistent focus on operational excellence. She has worked extensively in the investment advisor space and understands well the risks around the investment process, as well as financial accounting and regulatory compliance. Kathy started Clarelane in order to work with financial services firms on strategic operations and compliance projects.

Prior to founding Clarelane, Kathy worked at DCI, LLC, a model-driven credit focused institutional asset manager, where she built out the operational, financial, compliance and administrative infrastructure for the firm. Prior to DCI, she spent two years at Investors Bank & Trust, establishing the firm’s first independent treasury operations department (FX, securities lending, wire transfer, corporate treasury). Kathy also worked at Bank of America for 9 years, heading up the US operations for foreign exchange and derivatives processing in the Capital Markets group.

Kathy has a B.S in Business from the University of Illinois, Champaign-Urbana.

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