Principal
Catherine began her career as a municipal bond portfolio manager at one of the largest banks and has a deep appreciation for the role of fixed income in a balanced portfolio. Customizing a bond portfolio that is right for each client requires patience, diligence and the expertise that comes after many years of experience. She finds it as interesting today as she did twenty five years ago.
E-mail: catherine@avitaswealth.com
Phone: 424-371-9011