Cathy has over 30 years of experience in the Investment industry working with both Institutional Clients and High Net Worth Individuals and Families. She began her career in Toronto with RBC Capital Markets as an Institutional Sales Trader working with Pension Funds, Mutual Funds & Hedge Funds.

She was later transferred to New York to manage the Canadian Trading desk working with US Institutional clients. She also worked as the Head Trader for a US Hedge fund, managing all trading and broker relationships.

Moving to Arizona in 2013 she transitioned to working with High Net Worth clients as a Financial Advisor with a Broker Dealer and Bank.

‹ Lauren West, CFA

Gavin Grabowski ›

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long-term approach over short-term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.

☎ 1-800-838-3468

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long-term approach over short-term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.

☎ 1-800-838-3468

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long-term approach over short-term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.

☎ 1-800-838-3468

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long-term approach over short-term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.