About Kathy R. Grasmeder

Kathleen Grasmeder is a Managing Director, Portfolio Management Director, and lead Financial Advisor of The Table Rock Group at Morgan Stanley. Kathy believes that wealth management strategies backed by strong investment and financial analysis are key in developing comprehensive plans that consider retirement, estate, and education goals.

After graduating from Drexel University in 1988 with a degree in Commerce and Engineering, and the University of St. Thomas in St. Paul, Minnesota in 1993 with an MBA in New Venture Management, Kathy began her career as a Business Analyst for Competitive Technologies. It was here that she analyzed the commercial prospects of technology being developed at Lehigh University and learned first-hand how to build and manage a team. These skills proved useful when Kathy transitioned to financial advisory at Morgan Stanley in 1996, where she has since seen The Table Rock Group grow to where it is today.

Kathy’s experience in handling complex financial planning challenges and advocating for her clients in virtually all areas of their financial lives has led to recognition on a number of prestigious rankings for top Financial Advisors. In 2023, Kathy was named to the Forbes list of America's Top Women Wealth Advisors, and has been named to the Forbes List of America’s Best-in-State Wealth Advisors for the past seven years, as well as Forbes’ list of their Top Women Financial Advisors in 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024. Working Mother Magazine named Kathy to its Top Wealth Advisor Moms in October of 2017 and 2018. Kathy was also a member of Morgan Stanley’s President’s Club from 2010 to 2018, and the prestigious Chairman’s Club for the last six years, which is composed of the firm’s top Financial Advisors. In 2021, Kathy was named to Morgan Stanley Wealth Management's Class of 2021 MAKERS- a project dedicated to identifying and celebrating women of accomplishment at Morgan Stanley. Additionally, Kathy was named to the 2022 and 2024 Barron's Top 100 Women Wealth Advisors rankings.

Kathy is also extremely active in the community as she serves as the Chair of the Board of Trustees of SUNY Adirondack, Past President for Glens Falls Rotary and President of the Board of Directors of the Lake George Club Historic Preservation Foundation. In her free time, she enjoys playing tennis, cross country skiing, and biking.

2017-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) Source: Forbes.com (Awarded 2017-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

2017-2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2017-2018). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.

Barron's Top 100 Women Financial Advisors
Source: Barron's.com (Awarded June 2022) Data compiled by Barron's based on time period from Mar 2021 - Mar 2022.
Source: Barron's.com (Awarded July 2024) Data compiled by Barron's based on time period from April 2023 - Mar 2024.