Nonprofit Executive Joins McKinley Carter
Nonprofit Executive Joins McKinley Carter as Director of Nonprofit Advisory Services

October 15, 2013
 

Kathleen A. McDermottWheeling, WV – McKinley Carter Wealth Services is pleased to announce that Kathleen A. McDermott has joined the team as the firm’s Director of Nonprofit Advisory Services.  Kathleen joins the firm after a successful tenure as President of Oglebay Institute, one of Wheeling’s largest nonprofit organizations.

“I am grateful to Oglebay Institute’s board, staff and patrons for the opportunity to learn and practice all aspects of nonprofit management” Kathleen stated.  “Through OI’s operations and partnerships, as well as my experience in consulting and volunteer board service, I have gained 20 years of practical experience that I look forward to sharing with a larger nonprofit community” she added.

Kathleen has a Master in Arts Management from the Heinz College at Carnegie Mellon University and a Bachelor's degree in Fine Arts from Dickinson College.  She received a Certified Fund Raising Professional designation from the Association of Fund Raising Professionals.  She has also served on numerous boards and commissions.  In 2012, Governor Earl Ray Tomblin appointed her as a Commissioner to the WV Women's Commission.  She has been recognized in Ogden Newspaper's Face of the Future in 2007 and was also a member of The State Journal's Generation Next: WV's 40 under 40 in 2008.

“In my role as Director of Nonprofit Advisory Services, I will assist organizations in determining their most pressing needs and in partnership with staff and leadership, develop implementation strategies to help organizations build on their strengths and reach their goals” Kathleen stated.  “For example at the most basic level I may assist with long range planning review and recommendations, development audits, campaign readiness, or board training” she added.

More comprehensive nonprofit advisory services may include the development of situational analyses or fund raising strategies, prospect identification, planned giving tutorials or retreat facilitation.

David H. McKinley, President and Managing Director of McKinley Carter stated, “Kathleen and I recognize the important role of nonprofits in a community and we are interested in building capacity, leadership and learning in this sector”.

“Unlike most large financial institutions and wealth management firms,” David added, “McKinley Carter addresses a nonprofit organization’s strategic endowment development by understanding both the financial and non-financial challenges a nonprofit faces. We also believe that a commitment to planning, development and governance should be integrated into the total financial picture of an organization to accomplish mission and achieve results”.

McKinley Carter Wealth Services is an SEC registered independent wealth management firm.  With over $700 million in assets under management, McKinley Carter provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. 



McKinley Carter Wealth Services ("MCWS") is an SEC registered investment adviser with its principal place of business in the State of West Virginia. MCWS and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which MCWS maintains clients.  MCWS may only transact business in those states in which it is registered /notice filed, or qualifies for an exemption or exclusion from registration /notice filing requirements.  This press release is limited to the dissemination of general information pertaining to its investment advisory services. Any subsequent, direct communication by MCWS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of MCWS, please contact MCWS or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about MCWS, including fees and services, send for our disclosure statement as set forth on Form ADV from MCWS using the contact information herein.  Please read the disclosure statement carefully before you invest or send money.

 

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