Director of Operations
Catie began her career with the firm in 2008 as an intern while she was working on her Bachelor of Arts at the University of California, Irvine. Upon graduation, she joined the firm in the capacity of Portfolio Administrator. In that role, she worked very closely with clients and their Financial Advisors, helping them with their setup and ongoing account maintenance.
In her current role as the Director of Portfolio Operations, she oversees an actively growing support team that assists advisors and their clients with the ongoing maintenance of their accounts.
Catie lives in Bakersfield, California. She enjoys spending time outdoors gardening, catching up with family and friends and reading a good book.