Kathy Polichetti

Senior Client Service Specialist


Kathy Polichetti

Senior Client Service Specialist

Kathy Polichetti is PCM’s Senior Client Service Specialist. With more than 20 years in the financial services industry, Kathy joined us from Wachovia Securities where she was a Senior Account Administrator to four senior financial advisors. She attended Montgomery County Community College and concentrated her studies in the field of business. Kathy maintains close relationships with all of our clients and encourages them to tell us how we can best serve their families’ needs. She’s always ready to handle clients’ requests, answer questions and help our clients in every way possible.

Outside the Office

Kathy lives in Hatboro with her husband, Mike and their two children. Kathy enjoys watching her daughter Irish Dance and listening to her play the violin. She also loves to cheer for her son from the sidelines of his soccer, basketball, and baseball games. When Kathy is not running her kids from event to event, she enjoys spending time at the beach, laughing with her family and friends, and traveling to Ireland where both her parents were born and raised.

NEWS & BLOG

FROM THE BLOG

  • market volatility webinar

    Market Volatility

    In this webinar we discuss strategies for riding the waves of market volatility. As Warren Buffet has said “The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people.”

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  • Charitable Giving

    Charitable Giving

    In this webinar we discuss gifting to public charities, donor advised funds, and 501(c)(3) organizations and different strategies for each.

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  • Where to stash cash

    Where to Stash Your Cash

    In this webinar we discuss how much to have in your emergency fund, and where to invest it with easy liquidity and interest rates in mind.

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