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Lafayette Investments Experience Vision Service
Experience: Providing Strategic Thinking and Hands-On Service

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Kathleen Yates

Photo: Kathleen Yates






Kathleen Yates


phone
  301-570-2959
fax
  301-570-1263
address
  17830 New Hampshire Ave, Suite 201
  Ashton, MD  20861

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Ms. Yates is a member of Lafayette’s investment advisory team. She is responsible for the maintenance and reconciliation of all managed accounts, and is the compliance officer for the investment advisory office. Kathleen joined Lafayette Investments, Inc. in May of 2010. Her prior experience included financial management for a group of retail stores, and large-group sales account management with Mid-Atlantic Medical Services, Inc. Kathleen graduated from Towson State University in 1996 with a BS in Business Administration with a Marketing concentration. She is married and has two children.



Lafayette Investments is registered with the Securities and Exchange Commission as an investment advisor and a broker-dealer.