Kathleen M. Merkle

Client Service Specialist

Kathy joined Chesley, Taft & Associates in 2022 bringing more than 25 years of financial service experience.   Her previous roles included Operations Associate at Horizon Wealth Management, Chief Administrative Officer/Chief Compliance Officer at Third River Capital/Forestview Wealth and Client Service Specialist at William Blair (Private Investor Department). 


  • Saint Xavier University, B.S. in Finance