Kathleen M. Fisher was appointed Head of the Wealth and Investment Planning Group in 2014. In this role, she leads the team responsible for developing and communicating asset allocation advice and investment strategies for Bernstein’s high-net-worth clients. Since 2013, she has also overseen research on investment planning and wealth transfer issues facing high-net-worth families as well as endowments and foundations. Fisher joined the firm in 2001 as a Senior Portfolio Manager and member of Bernstein’s Private Client Investment Policy Group; she was appointed a National Managing Director in 2009. Before joining Bernstein, she spent 15 years at J.P. Morgan, most recently as a managing director advising banks on acquisitions, divestitures and financing techniques. Earlier in her career, she was an equity analyst at Morgan Stanley, covering bank stocks, and an economic research analyst at the Federal Reserve Bank of New York. Fisher graduated Phi Beta Kappa from Bates College with a BA in economics, magna cum laude, and earned an MBA in finance from New York University. She is a former trustee of Bates College and currently serves on the boards of Southwestern Vermont Health Care and of Hildene—The Lincoln Family Home.