Kierin Ratliff-Kailbourne
Relationship Manager
Department: Relationship Manager
Experience: Wealth management since 2023
Education: Bachelor of Business Administration in finance and marketing from the University of Pittsburgh; Master of Finance from the University of Rochester’s Simon Business School
Kierin works to establish herself as a registered representative, while supporting Craig Houck with his client servicing and performing operational and CRM tasks. Kierin also continuously educates herself on financial planning opportunities and financial planning software.
She previously gained valuable experience as an investment communication specialist and as client service associate on a WPFA team, both with Manning & Napier. Kierin has also passed her Series 7, Series 66, and NYS Life, Accident, and Health licensing exams.
Kierin lives with her two yellow labs in Honeoye Falls, New York. Her time spent with family often centers around being outdoors and athletics, with lacrosse being their favorite sport. She had the pleasure of being part of the University of Pittsburgh’s inaugural lacrosse team. Kierin still enjoys cheering on Pitt sports teams, as well as the Buffalo Bills.