When Kathy Tully (’76 marketing management and ’80 master of business administration) moved from Florida to California to pursue a college degree, she believed life would be better for her on the West Coast. At the time, she had $1,000 in savings and a trunk modestly filled with the bare necessities.
Tully’s life in California has more than exceeded her expectations. She is senior vice president and wealth advisor for Morgan Stanley and is continually listed among the top 10 percent of financial advisors for the company. She also has been named one of the top female financial advisors in the country by Barron’s, a business news magazine.
A recent gift to the College of Business Administration will continue to cement her success. A room in Building 163 will be named the Kathy L. Tully Classroom.
“You can come from nothing and still have your name on a building,” Tully says. “I surround myself with positive people. More importantly, I visualize what I want, believe in myself that I can and simply pursue it. I know that if others believe in themselves, they can be just as successful.”
Tully recently pledged $75,500 and, overall, has contributed $100,000 to the new CBA complex.
“Kathy Tully truly represents the transformational power of higher education,” CBA Dean Richard Lapidus says. “Recognizing how a college education changed her life, Kathy is deeply committed to ensuring that Cal Poly Pomona remains a great institution. I am thankful for her support.”
Tully worked her way through college writing proposals for insurance agents and working as a temporary secretary, known colloquially as a Kelly Girl. Although she earned a modest income, Tully set aside money to create a safety net just as her father, a former military officer, taught her. After graduation, she worked in the sales department for Del Monte Foods and continued to be prudent about saving and investing. Over time, she realized her calling in life was to help people plan for their future.
Her professional success keeps her busy but she still finds time for philanthropy. Tully is a member of the university’s National Development Council, serves as an at-large director for the Cal Poly Pomona Foundation and regularly participates in Professor for a Day. She is also chairwoman of the Upland-based San Antonio Community Hospital Foundation.
Tullly sees a common thread in the financial industry, higher education and health care.
“As a financial advisor my job is to take care of people, and I am drawn to organizations that are committed to the same cause,” she says. “Cal Poly Pomona has created a wonderful environment for the students to help them succeed.”
Additional naming opportunities are still available. For more information, contact Jeff Cox, the college’s director of development, at (909) 869-2755.
(Photo: Kathy Tully)
Cal Poly Pomona has embarked on a $150 million comprehensive fundraising campaign to ensure that a quality college education is within reach for future generations of students. The campaign will strengthen the university’s ability to provide a hands-on education, to prepare students for the changing demands of the workplace, and to increase research and scholarship opportunities. The fundraising campaign relies on the support of the entire campus community — from alumni to faculty and staff to friends of the university. For more information, visit https://campaign.cpp.edu/.