2 years ago
The Value of Appreciated Security Donations for Nonprofits
Charitable contributions are critical for nonprofits to function, yet many...
Vice President,
Financial Advisor
Cathy joined CAPTRUST in 2017 and serves as a vice president and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors, private foundations, and corporate executives. She is motivated by effectively helping her clients align their monetary choices, decision-making behavior, and their investment habits with their goals.
Prior to joining the firm, Cathy was a principal, senior financial advisor at Wescott Financial Advisory Group LLC for 16 years, and she has worked in the industry since 1998. When she is not in the office or with a client, Cathy enjoys exercising, traveling, volunteering, and spending time with her family. She graduated cum laude from Goldey-Beacom College.
Cathy served three years on the board of directors of the Financial Planning Association. She continues to serve on several committees focused on advancing the profession. Cathy is also a member of The Forum of Executive Women, a membership organization of women of influence in Delaware.
Her advice has been featured in a variety of national, local and industry media outlets, including the Wall Street Journal, New York Times, Financial Planning, Fox Business, MarketWatch, and Advisor Perspective; she is also a guest columnist for Rethinking65 and Financial Advisor.
2 years ago
Charitable contributions are critical for nonprofits to function, yet many...
3 years ago
While the ARP contains a variety of fiscal stimulus measures,...
3 years ago
Knowing how much emergency savings you need to have does...
3 years ago
It can be tough to keep cool when you see...