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As Managing Director for Wealth Management Advisor for The Private Client Reserve of U.S. Bank, Catherine (Cat) leads a team of advisor who help clients work toward their financial goals. Cat and her team connects clients with the comprehensive wealth management services available in The Private Client Reserve, including Investment Management, Private Banking, Trust and Estate Services and Wealth Planning. She takes the time to understand her clients’ unique needs, and she supports their goals by bringing together a team of specialists to provide customized strategies.
Cat has worked in the banking and financial services industry since 1986. Prior to joining The Private Client Reserve, Cat was a Vice President and Senior Director with BNY Mellon Wealth Management and a Vice President and Private Client Advisor with The Private Bank at Union Bank.
Cat is the chair of the South Seattle College Foundation Board, board member for the Seattle Philanthropic Advisors Network (SPAN), and is the past president of the board of trustees for the Lenny Wilkens Foundation. She also serves as PTA president at Denny International Middle School.
When she is not at work, she enjoys golfing, traveling and good food.