4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2019
- 210.245.2674
-
700 North Saint Mary's St
#100
San Antonio, TX 78205
Cathy Ritter
Principal,
Financial Advisor
- Beaumont, TX
- The Great Gatsby | Sabrina
- Hetty Green, Bill Gates, and Albert Einstein
- Life is what you make it
- Trust, integrity, and resilience
Financial Advisors
Cathy is a wealth management advisor based out of the San Antonio, TX location.
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.
Education
- Master of Business Administration degree in finance from the University of Texas at San Antonio
- Bachelor of Business Administration degree in finance from the University of Texas at San Antonio
Memberships
- Member, San Antonio Estate Planners Council
- Member, Association of Fundraising Professionals
- Member, Financial Planning Association
- Board Member, San Antonio Cancer Council
- Board Member, San Antonio Humane Society
- Impact San Antonio
- Member, San Antonio Master’s Leadership, Alumni
- Member, Leadership Women Texas
- Member, CAPTRUST Women’s Initiative
News & Resources
Resources
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
10 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Wealth Management
11 months ago
Cash Reserves
Knowing how much emergency savings you need to have does...
