Kathryn J. Davis—President and CEO

With more than 20 years of financial services leadership experience, Kathryn brings an innovative approach to her role as President and Chief Executive Officer at BALANCE. Responsible for the vision and strategic direction of this nationwide non-profit, her expertise includes an extensive background in financial services, financial wellness, personal finance, and consumer financial empowerment through counseling and education.

Prior to joining BALANCE, she held a variety of executive management positions in the credit union industry, most recently as Senior Vice President of Xceed Financial Credit Union where she was responsible for strategy, corporate real estate, marketing, financial education, product development, people operations, organizational development, online services, and innovation.

Kathryn holds a Bachelor of Arts from University of California, Riverside, Master of Arts from Chapman University, and received her Certified Chief Executive designation after completing studies at The Wharton School, University of Pennsylvania, Cornell University, and University of Virginia, The Darden School of Business.

A leader in the financial services industry, she has been honored with numerous awards from the Credit Union National Association, Marketing Association of Credit Unions, and the Credit Union Executive Society. In 2012 she was honored as the Marketing Executive of the Year and in 2011 selected for the Trailblazer Award.

Kathryn currently serves on the HomeownershipSF Board of Directors, Advisory Committee for Financial Empowerment in Credit Unions, is a past innovator with the i3 Filene program, and is a past Board Member and Secretary/Treasurer of the Credit Union National Association Marketing & Business Development Council.

As a financial services leader, she is focused on bottom line results, inspiring her teams, and is passionately committed to improving the landscape of financial literacy and wellness. Davis is a recognized industry expert and speaker on financial wellness, personal finance, consumer education, and women in leadership.