Kathleen M. Host, CTFA
With over 30 years of wealth management and trust administration experience, Kathleen brings extensive knowledge in handling every aspect of trust administration. She carries out the letter and spirit of trust agreements to bring grantors’ wishes to fruition, and helps families transitioning from one stage of life to the next. In addition, she also supports family foundations, administers various types of individual retirement accounts, and settles estates.
Prior to joining Allen Trust Company, Kathleen served as Vice President and Senior Trust Officer at First Republic Trust Company, U.S. Trust Company, Wells Fargo, and as Assistant Vice President and Trust Officer at Bank of California. She is a graduate of Cannon Financial Institute and holds the professional designation of Certified Trust and Financial Advisor (CTFA).
Kathleen’s ability at helping clients thrive extends to turtles. Kathleen is a bona fide sea turtle aficionado. She has saved thousands of turtles in Mexico and St. Croix over the past 45 years – making a dent in the survival of these endangered creatures while receiving an awesome tan.
Member, Portland Estate Planning Council
Member, American Bankers Association