Registered Client Service Associate
Grady is the Client Services Associate at Kleinfelder Capital. Her responsibilities include client onboarding, money movement, account servicing, asset transfers, facilitating client charitable donations, answering client questions, and providing solutions as needed.
She started at Kleinfelder Capital in April of 2022 and has been registered in the securities industry as an Investment Advisor Representative since October 31st, 2022. Previously, she was an Admissions and Guest Services Associate at Kings Island, and has held several other customer service positions.
Grady grew up in Loveland and has lived in the Cincinnati area her whole life. She enjoys roller skating on the bike trail and staying active outside. She also bowled all four years of high school and continues to grow in the sport as well as explore new experiences.