Managing Director
(704) 552-3885

Grace P. Rathkamp began her career in financial services at the United Missouri Bank of Kansas City as a commercial lender, with additional experience in corporate finance, investment, and wealth management in Philadelphia, PA and Washington, DC. Grace is a CFA charter holder, and has a B.S. degree in Finance from the University of Nebraska at Lincoln, and a MBA from the University of Missouri at Kansas City.  Grace supports the Atlantic Region Trust Services Office as a Regional Account Executive and is based in our Charlotte, NC office.