Wendy Price, CFA®
Head of Client Service & Marketing
WENDY PRICE, CFA®, Head of Client Service & Marketing, leads KCM’s client service, client communications, and marketing efforts. She oversees the team supporting the firm’s client and consultant relationships and its business development activities. Ms. Price began her investment career in 2003. Prior to joining KCM in 2026, she founded and ran Cassiopeia Consulting, LLC, advising asset management firms on institutional product management, marketing, and sales. Before that, she spent over nine years at Columbia Threadneedle Investments, most recently as Vice President and Client Portfolio Manager. In that role, she worked closely with investment teams, consultants, institutional clients, and prospects across North America, Asia, and Europe. Her work there supported strategy positioning, client communications, business development initiatives, and new product launches. Earlier in her career, Ms. Price served as Marketing Manager at Columbia Threadneedle Investments, RFP Specialist within Institutional Asset Management at Eaton Vance Management, and a member of the PanAgora Product Management Team at Putnam Investments. She earned a B.A. in Economics and English from Bowdoin College.
