Kathleen Walsh Dulko

Kathleen Walsh Dulko brings nearly two decades of accounting experience to her investment advisory perspective as President of Ashford Investment Advisors. She has a distinct passion for improving employer-sponsored retirement plans.

Ms. Dulko started her financial services career as a CPA working for two international accounting firms, KPMG LLP and Ernst & Young LLP. She was responsible for audit and assurance services, primarily serving employee retirement benefit plans, hospitals, governments, and not-for-profits. In 2010, Ms. Dulko was hired as the Corporate Controller for a tax-supported hospital district in Daytona Beach, Florida, where she was a member of the hospital’s Audit and Finance Committee and Retirement Plan Committee, both fiduciary roles overseeing more than $1 billion in assets. As President of Ashford Investment Advisors, Ms. Dulko advises on over $6 billion in retirement plan assets.

In addition to her CPA license, Ms. Dulko is a Certified Plan Fiduciary Advisor and holds a FINRA Series 65 license.