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Ms. Yates is a member of Lafayette’s investment advisory team. She is responsible for the maintenance and reconciliation of all managed accounts, and is the compliance officer for the investment advisory office. Kathleen joined Lafayette Investments, Inc. in May of 2010. Her prior experience included financial management for a group of retail stores, and large-group sales account management with Mid-Atlantic Medical Services, Inc. Kathleen graduated from Towson State University in 1996 with a BS in Business Administration with a Marketing concentration. She is married and has two children.
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