Katherine Lintz, founder of Financial Management Partners, took an interest in education right at the beginning of her career, in 1978, when she helped Chase Manhattan Bank develop pioneering financial education and planning centers for customers. Today, she employs a former middle school teacher three days a week to develop her curriculum for the children of her wealthy clientele, who've entrusted her with $1.8 billion in assets to manage.

Lintz, who's based in St. Louis, also provides guidance to clients using outside managers, such as for money in trusts. This brings her total assets under advisement to $3 billion.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access