Associate, Private Wealth Client Services
Catherine serves as an Associate for Private Wealth Client Services for Cresset. Prior to joining Cresset, she worked at Morgan Stanley as an Associate in Wealth Management, where she helped to lead operational and administrative support for high-net-worth and ultra-high-net-worth clients. She also served as the lead contact for new client onboarding and digital applications, while also maintaining existing client relationships.
Catherine earned a Bachelor of Science in Psychology with dual minors in International Studies and Middle Eastern Affairs at Virginia Tech. She resides in Washington, D.C., and in her spare time enjoys snowboarding, traveling, and playing the piano.