Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
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.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
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