With more than 20 years of experience in the financial services industry, Catherine is dedicated to helping clients understand and manage complex wealth. By taking the time to understand each clients unique financial situation and personal aspirations, she assists clients in creating integrated wealth management strategies that are tailored to their goals. Many of her clients are corporate executives seeking to diversify equity compensation in the context of their full financial picture. As an International Client Advisor, Catherine is also well-versed in foreign exchange transactions and financial and estate planning strategies for international clients. She strives to earn her clients trust and confidence by delivering education, a high level of personalized service and transparent communication. Catherine began her career as a Senior Research Analyst at Morgan Stanley in 1991. Prior to re-joining Morgan Stanley in 2010, Catherine served in two positions as Vice President of Equity Research, first at Josephthal, Lyon and Ross and then at The Buckingham Research Group. These experiences contributed to her deep understanding of market movements and their impact on investment management in different economic environments. Born in New York, Catherine earned her Bachelor of Science degree in Business Administration from Boston University, where she is a member of the Alumni Association. She currently resides in Redwood City with her three children and their Bordoodle. She has served on the board of the Burlingame Mothers Club, United Methodist Church Nursery School and Ladera Community Association. In her spare time, she enjoys hiking, traveling and cooking. 