Catherine is Vice President, Relationship Manager at Palisade Capital Management, where she acts as a key liaison between clients, the firm, and its custodian partners. She is responsible for cultivating long-term client relationships, ensuring clear and consistent communication, and delivering a high-touch client experience. Catherine also leverages technology to enhance engagement and provides operational and administrative support to help clients meet their financial objectives.

Prior to joining Palisade in 2012, Catherine worked at Wealth Preservation Solutions (WPS), where she led the Investment Operations Department and spearheaded initiatives to improve client service. Earlier in her career, she held roles in Trader Support and Client Services at Bank of America Merrill Lynch.

Catherine earned her B.A. from UMass Amherst and holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation.