Penny Kilpatrick

Penny brings more than twenty years of experience in the financial services industry to her role as Director of Client Services. She serves as relationship manager for domestic and foreign pension, foundation and institutional relationships. As a central point of contact for assigned clients, she assists in the oversight of clients’ investment programs and attends to their service-related and day-to-day operational needs. Throughout her career, Penny has served in various client service, compliance and portfolio operations roles. Before joining Vantage in 2005, she previously served in the roles of Vice President, Chief Compliance Officer and the Director of Operations at two private investment advisory firms each with assets under management in excess of a billion dollars. She has also served as a private consultant to a law firm in Washington, DC that specializes in Securities Regulation and Administrative Law. She successfully completed the NASD Series 63 and 65 exams as well as a two year basic training program with National Regulatory Services.