Our Approach
Kathryn McBride
Kathryn McBride
Director of Operations
I joined Exos Partners to be part of an organization that clearly places the needs of the client above all else. The partnership business model makes this possible.
Kathryn McBride joins Exos Partners from Merrill Lynch. Kathryn leads the implementation of our operational procedures and provides daily risk oversight to ensure compliance with FINRA and SEC regulations. Kathryn spent 5 years at Merrill Lynch, where she managed compliance efforts for four branch offices, interfaced with clients, led service teams, and conducted educational trainings to satisfy branch risk objectives.
Kathryn earned her BA from UC Davis and has lived and studied abroad in Belgium. Kathryn lives in Alameda, California with her husband and daughter.