Cathy joined the firm in 2001 with 17 years of financial experience in both the investment and healthcare industries. As Office Manager, she oversees the company’s daily operations, provides customer service, opens new accounts, and interacts with various investment companies in preparation for client reviews. Cathy holds a B.S. in Accounting from Central Connecticut State University.
Cathy lives in Rocky Hill, Connecticut with her husband. They enjoy a son, daughter, son-in-law, and grandson who all live nearby in the Boston area.