Greater Portland Region and Vancouver, Washington Office

410 W 12th St.
Vancouver, WA 98660

Phone: (888) 762-2423

Fax: (866) 565-8305

Kathleen Cheek

Kathleen Cheek

Client Relationship Manager

Greater Portland Region and Vancouver, Washington

  • Kathleen is a Client Relationship Manager with EP Wealth Advisors. With more than 20 years of experience in the wealth management industry, she currently acts as a liaison between clients, custodians, and internal staff. In addition, she manages all aspects of client service to ensure that all requests are completed accurately and on time.

  • Kathleen got her start in the financial industry with Dean Witter in 1992 making cold calls while she was still in high school. She moved to the operations side of the business after graduation before taking a break to pursue a career in the entertainment industry. She returned to finance in 2004 when she took on an operations manager role with Morgan Stanley. Ultimately, she realized she was best able to use her skills by serving clients directly, which led to her current career in client service.

  • Kathleen grew up in Southern California riding dirt bikes and moved to Portland, OR in 2011. In her free time, she likes painting, reading, and cooking.

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