Client and Corporate Services

Biography

Catherine is a Principal in the San Francisco office. She is responsible for the organizational accounting of the office, as well as its overall administration and business operations, along with financial and operational data reporting.

Prior to joining Cerity Partners, Catherine served as the Accounting Manager at Ashfield Capital Partners.

Education

  • Bachelor’s degree from Mills College

Connect with Catherine

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client and Corporate Services Colleagues

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.