Portfolio Solutions® Promotes Kaitlin Gladney to Manager of Trading Operations and Marketing
Portfolio Solutions® is pleased to announce the promotion of Kaitlin Gladney to Manager of Trading Operations and Marketing.
Kaitlin has served as a member of the Portfolio Management and Marketing teams for the past year and is passionate about helping to educate people on the best ways to achieve their financial goals. In addition to managing the daily operational aspects of the firm’s investment management and advisory platforms, she executes daily trading, rebalancing, and trade reconciliation for all clients. On the Marketing side, Kaitlin is involved with the development and execution of outreach strategies, leading cross-functional teams in designing innovative marketing initiatives, special projects, and writing.
Prior to joining Portfolio Solutions®, Kaitlin worked as the lead for business development marketing for the global natural resources division of an international consultancy.
Kaitlin is excited to begin her new role as Manager of Trading Operations and Marketing.
“It’s a pleasure to be part of such a close-knit, dynamic team,” said Kaitlin. “I place a high value on Servant Leadership and love being part of a team that takes that approach to both their personal and professional lives.”
“We’re thrilled to welcome Kaitlin into this expanded role at our firm,” said James S. Gladney, Chairman & CEO of Portfolio Solutions®. “We’ve significantly upgraded the strength and sophistication of our team over the last year, and look forward to Kaitlin’s continuing contributions.”
Portfolio Solutions® has extensive experience operating in a virtual office environment with our clients, who currently reside in nearly all 50 states. We have teammates in nine states, working from our offices or remotely. We believe this trend is here to stay and seek to continue adding the best talent available regardless of physical location.
“I love being part of a nationally distributed team,” said Kaitlin. “We’re not restricted by geographic location, which means we’re able to recruit the best and brightest talent from around the country to join us.”
Portfolio Solutions® takes pride in our Servant Leadership culture and dedication to serving our clients and each other. We’re also enthusiastic about our dynamic, energizing work environment. We are growing in response to the increasing demand for our wealth planning services. If you are an experienced financial professional passionate about helping clients achieve their long-term financial goals, and love working in a team-based environment with exciting opportunities for personal growth and career advancement, you may be a great fit to join the Portfolio Solutions® team.
About Portfolio Solutions®
Portfolio Solutions® is a national, full-service provider of integrated wealth planning services, led by James S. Gladney. We have been helping clients to work confidently toward achieving their long-term financial goals since 1999. Portfolio Solutions® has a long-standing and enduring commitment to index investing strategies. For more information, visit https://portfoliosolutions.com. Portfolio Solutions® is affiliated with Liberty Wealth Advisors, LLC.