MOLLIE KAISER
Private Wealth Advisor
Strategic View Advisors
During Mollie Kaiser’s 15 years in the finance industry, she has worked in
investment management at notable financial institutions such as Bernstein Global Wealth Management and Credit Suisse. While investment management satisfied one aspect of the client’s financial needs, Kaiser found herself interested in a more comprehensive approach, which led her to join Strategic View Advisors in 2016 where she is now a private wealth advisor.
In her time at Strategic View Advisors, Kaiser has played a crucial role in shaping the firm, both in terms of procedures and people. She has held a variety of roles and, in each, she has improved operational efficiencies and built out repeatable, documented processes to make sure that, as the firm hands off responsibilities to new team members, they are able to hit the ground running. She is always on the lookout for opportunities to provide structure to existing systems.
