Leadership comes naturally to Catherine, who relies on nearly a decade of investment experience to provide comprehensive financial planning services to high net worth individuals and their families.

Catherine is involved in financial literacy and education efforts, actively mentoring elementary and high school age students in the Cincinnati area. She has been instrumental in developing and executing Bartlett’s Environmental, Social, Governance Investing strategy and serves in Bartlett’s Next Generation Leadership Group. She serves on the Investment Committee of the Cincinnati Park Board. Catherine is a graduate of the Cincinnati Chamber’s leadership development program C-Change, Class 17.

An avid patron of the arts and downtown resident, Catherine frequently enjoys performances by the Cincinnati Ballet and Cincinnati POPS and spends time outside of work visiting local shops, parks, and other landmarks.

History at Bartlett

• Joined Bartlett in 2012

Designations

• Certified Financial Planner (CFP®)

Boards and Committees

• Board of Trustees, University of Cincinnati Economics Center
• Young Professionals Committee, Catholic Inner-city Schools Education Fund
• Investment Committee, Cincinnati Park Board

Community Involvement

• Volunteer, UC Economics Center StEP Store
• St. Ursula Academy Paw Pals Mentor Program