Kendra Kasznel Reilly, CFP®, CIMA®, CEPA®
Kendra partners with clients as the Senior Director of Relationship Management at Interchange Capital Partners. In this role, Kendra works closely with families and their outside advisors to provide advice and strategy around the five key areas of wealth management: investing, wealth enhancement, wealth planning, wealth transfer, and charitable giving. By taking a holistic look at your financial picture, she will be able to spot opportunities, identify any deficiencies and make recommendations to enhance your overall plan. In addition to working with clients, Kendra is responsible for coordinating the efforts of the team to help deliver a seamless wealth management experience to clients.
Kendra graduated Cum Laude from the University of Pittsburgh with a double major in Communications and English Writing. After spending a few years in the banking industry, she decided to further her expertise in the wealth management field. Kendra completed the Executive Certificate in Financial Planning program through Duquesne University and successfully earned her CFP® designation in 2015. In 2017 she completed Yale’s School of Management CIMA education course: Investment Management Theory & Practice and earned her Certified Investment Management Analyst® designation in 2018.
For the last decade, Kendra has worked with clients to help achieve their financial goals in many different capacities. She began her career at PNC Bank where she worked her way through a number of positions beginning with teller, banker, assistant branch manager, and was then selected to be a part of PNC’s Asset Management Development Program. Upon completion she was placed as an Associate Relationship Manager with PNC Wealth Management Group. In 2015 she met Ahmie and joined his team as a Senior Wealth Strategy Associate at UBS. It was in working with Ahmie at UBS that she realized her passion for building trusting relationships with clients so they feel secure about their financial plan.
Kendra was a member of Leadership Pittsburgh’s, Leadership Development Initiative class XXIII, a member of the Pittsburgh Foundation’s Young Professional Advisor Committee and has been involved with Big Brother Big Sister as a Big since 2013. In her free time, Kendra enjoys taking barre, walking her dog, decorating cakes, traveling with her husband, and spending time with her family and friends.