Kaylee Maeng

Junior Investment Advisor Associate

Start Date
Industry: 2023
KAR: 2026
Education

B.S., Business Administration – Business Analytics and Marketing, Boston University

What Do You Enjoy Most About Your Job?
 I enjoy the opportunity to build meaningful relationships and help support clients in achieving their financial goals. As a Jr. Investment Advisor Associate, I’m excited to learn from experienced advisors, develop my knowledge of wealth management, and contribute to delivering exceptional client service.

 

 

What Do You Enjoy Most About Working at KARWA?
 What excites me most about KARWA is its collaborative culture. During my internship experience with the firm, I was able to see firsthand how team members support one another while maintaining a strong focus on delivering long-term value to clients.

What Are You Involved in Outside of Work?
Outside of work, I enjoy golfing, hot yoga, and infrared saunas. I also have a strong interest in fashion and design, and I love traveling to experience different cultures and ways of life.

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

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