is a Financial Planning Associate at Bartlett Wealth Management. She supports the firm’s other Wealth Advisors and provides comprehensive financial planning services to high net worth individuals and their families. Catherine is instrumental in the development and execution of Bartlett’s Environmental, Social, Governance Investing strategy. She is also an active member of Bartlett’s Next Generation Leadership Group.
Catherine is a Candidate for CFP® Certification.
Catherine is a graduate of John Carroll University with a BA in History. She is on the Board of Trustees at the Economics Center and is Past President of the Economics Center Young Professional Group. She is also an active participant in the Paw Pals Mentor Program through St. Ursula Academy.
Catherine joined Bartlett in 2012 and has 6 years of investment industry experience.