San Francisco Bay Area
Kathy Wheadon has more than 30 years’ experience in banking and financial services. She is the founder and president of Clarelane Consulting LLC, in San Francisco, a firm that provides professional services in operational and compliance processes and operational due diligence to investment advisors, asset managers, family offices and hedge funds. Prior to starting her own business, Ms. Wheadon was at DCI, LLC, an institutional asset manager where she built out the operational, financial, compliance and administrative infrastructure for the firm. Before DCI, she spent two years at Investors Bank & Trust, establishing the firm’s first independent treasury operations department, and also worked at Bank of America for nine years, heading up the US operations for foreign exchange and derivatives in the Capital Markets Operations group. She holds a bachelor’s degree from the University of Illinois at Urbana-Champaign College of Business, and professional certification in the financial management of family offices from Pepperdine University. Kathy has been with The Carideo Group since 2016 and has inspected more than 290 meetings.