Serving San Francisco and the East Bay

Kathy Wheadon is senior vice president, Operations, at Jordan Park, joining in January, 2018. Prior to joining Jordan Park, she was founder of Clarelane Consulting, LLC. Kathy 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.

Before 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 nine years, heading up the US operations for foreign exchange and derivatives processing in the Capital Markets group.

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

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