Kathleen E. Calvert

Client Service Manager

Kathleen E. Calvert joined Duncker Streett in January of 2021 as a Client Service Manager. She has been in the investment business since 1999, serving as a Customer Service Representative and Financial Representative with Fidelity Investments for ten years. Kathleen moved to St. Louis in 2003 and continued with Fidelity Investments working at their local Investment Center. She took a short break from the business to be with her children in their younger years and returned to work for Merrill Lynch and then Moneta Group as a Client Service Associate. She attended and graduated from Westfield State College (B.S. in Education, 1993) in Western Massachusetts. Kathleen enjoys watching her kids grow and having a work-life balance.