There are not many executives with Catherine’s breadth and depth of experience, and to have someone of her caliber join us is a big gain for Farpointe as well as our growing community of advisors. During her more than 30-year career Catherine has developed an impressive track record of driving rapid growth and establishing meaningful relationships with her colleagues and financial professionals.
She previously served as CEO of ING Trust and CEO of one of Cetera’s broker-dealers before being promoted to lead Cetera’s Specialty Channel which included banks, credit unions, CPAs and tax professionals. More recently she served as Chief Operating Officer for Cetera Financial Group and was responsible, among other things, for developing and implementing technology to improve advisor experience and efficiency including the company’s digital strategies and advisor and client portals.
Catherine has compiled an impressive list of achievements during her career and has an exceptional reputation for sound business judgment and executing at the highest level. She is a tremendous asset and we will benefit greatly from her wisdom and guidance as we deliver enhanced growth opportunities and a superior service experience for our advisors. Catherine also fits perfectly with Farpointe’s culture with her demonstrable commitment to ethics and integrity, and her history of building trust through long-term relationships.
Catherine received her bachelor’s degree from Wellesley College and a master’s degree in Business from the Stern School at New York University. She is a member of the Board of the Cheshire Academy where she serves as Treasurer of the Board, as a member of the Admissions Committee and as Chair of the Investment Committee.
Welcome, Catherine, to the Farpointe family!