Director of Client Relations
With more than three decades of experience in the financial services industry, Cathy brings a wealth of knowledge to the team. She began her career at Prescott, Ball & Turben in Pittburgh, Pensylvania. She has also worked at Kidder, Peabody & Co., Inc.; Paine Webber; UBS and RBC Wealth Management before joining Sunbelt Securities and cSquared Wealth.
Cathy spent five years in the flagship Midtown Manhattan office of RBC Wealth Management, working on an elite private wealth team, where she worked with high net worth individuals helping them to achieve their financial goals. Cathy has extensive experience in providing corporate and executive services to both international and domestic clientele. She specializes in client relationships, credit and lending, restricted stock transactions and selling plans as well as option strategies. Cathy holds Series 7 and Series 63 licenses.
Cathy attended Slippery Rock University where she majored in Social Work. She is originally from Pittsburgh, Pennsylvania but now calls Seabrook, Texas her home. Cathy lives on Galveston Bay with her husband Steve and their two Yorkies, Phoebe Goodheart and Hazel Grace. She has one grown daughter. In her spare time, Cathy volunteers for Flags for Fallen Vets, The HUB Houston and Be The Light, combatting human trafficking. She also enjoys cooking, entertaining and gardening.
Check out Cathy on the FINRA BrokerCheck Database.