PROFESSIONAL PROFILE
Cathy strives to make a difference in her clients' lives and to be a resource to them as they pursue their life and retirement goals.
Based out of the Sparta, New Jersey, her focus is on superior client service and investment solutions. In over 30 years on Wall Street, Cathy has accumulated a broad base of experience on which to draw in finding the right approach to meet her client's financial objectives. Cathy's disciplined investment approach emphasizes diverse wealth planning while paying close attention to her client's risk parameters. With an investment attitude and philosophical approach that is skewed toward valuation analysis, Cathy will use an approach that is based on a rational analysis of how short term geopolitical and world economic events affect long-term postures.
Before joining Merrill Lynch she specialized in proprietary and strategic trading as an Executive Director at Morgan Stanley with an emphasis in mergers and acquisitions.
She received her Masters degree from New York University School of Business.
She lives on a working horse farm with her husband Richard and their two children.