In honor of Small Business Saturday and to celebrate our first anniversary in our Monterey office, Lexington Capital Management will be holding an open house 10am-3pm. Join us for refreshments, fun swag, and a raffle! Lexington founder Therese Kollerer and her team will be there to welcome newcomers, clients, and friends. All are welcome!

Therese Kollerer, CFA, founded Lexington Capital Management in 2003, following many years of experience in portfolio management with asset management firms in Silicon Valley, and research and analysis experience in venture capital. Lexington is a fee-only financial advisor registered with the State of California.

Therese is a co-founder of 100+Women Who Care Silicon Valley, a group which seeks to learn about and fund locally-focused social service and environmental non-profit organizations. A lifelong runner, she is also involved with local water issues impacting Monterey County, serving on the board of Citizens for Just Water.