4 months ago
Post-Election Financial Planning Considerations
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Principal,
Financial Advisor
Cathy joined CAPTRUST from South Texas Money Management in 2019. She serves as a principal, financial advisor responsible for providing comprehensive wealth management to high-net-worth investors, nonprofits, and corporate executives.
Prior to joining the firm, Cathy served as an executive vice president and partner at South Texas Money Management. She earned her Bachelor of Business Administration degree in finance from the University of Texas at San Antonio and a Master of Business Administration degree in finance from the University of Texas at San Antonio.
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