About Kathleen Godfrey

Education

Kathleen received her MBA in Finance/Management from the State University of New York at Albany.

Professional Organizations, Honors, and Community Activities

Honors for Kathleen include the 2007 Woman of Excellence by the Albany-Colonie Regional Chamber of Commerce, and a national Semi-Finalist in the Working Woman Magazine 2003 Entrepreneurial Excellence Award (among 14,000 national entrants).

Since 2000, Godfrey Financial Associates has maintained a corporate policy to donate at least 10 percent of the company’s annual net profit to Capital District non-profit organizations.

Kathleen maintains active membership and leadership in many business and community organizations, including:

• Women in Financial Services (WIFS) – Immediate Past President
• The Financial Planning Association (FPA)
• Albany-Colonie Regional Chamber of Commerce
• Rotary Club of Albany
• Women Presidents’ Organization

About Louise Frances

Louise brings more than 25 years of experience in portfolio management and trust administration in the financial services and banking industries. Louise is a graduate of the RPI Management Development Program as well as the NYS Bankers Association Trust & Estate Program.

Professional Organizations, Honors, and Community Activities

Louise maintains active membership and leadership in many business and community organizations, including:

• WIFS: Women in Insurance & Financial Services, Capital Region Chapter Membership Chair
• Albany-Colonie Regional Chamber of Commerce
• Executive Women’s Golf Association
• Estate Planning Council and Investment Society