Catherine is a valued member of the Family Office Management Team where she is responsible for supporting the complex needs of the firm’s clients. She is passionate about working collaboratively with families to facilitate enhanced client experiences while navigating comprehensive goals-based integrated multigenerational investment, wealth, tax and estate planning programs.
Prior to joining TwinFocus, Catherine spent several years as a Relationship Management Associate, supporting intermediary client relationships and assisting with internal sales efforts. Her earlier career included several years with boutique wealth management firms, where she focused on streamlining back-office operations and advancing a culture of exceptional client service.
Catherine graduated from Fairfield University with a Bachelor of Science degree in accounting. She holds a Series 65 registration, supporting the advisory team in delivering fiduciary guidance and comprehensive wealth management solutions.
I would run a restaurant and own a farm.
Outside of work, I enjoy staying active with fitness classes, experimenting with new recipes, reading and going on ski trips.
I’ve always been passionate about solving complex problems, as it challenges me to think creatively and continuously learn. I also take great pride in being a reliable source of support for both clients and teammates.
I find deep motivation and purpose in helping others. Whether it’s family, friends, clients or colleagues, I genuinely enjoy offering support and being someone others can rely on.