In her role as Wealth Service Administrator, Catherine works within both Operational Support and Client Relationship Management teams. Her responsibilities include reconciliation for new and current accounts, confirmation of security positions between custodians and Prio, and accurate calculation and posting of client fees.
After graduating from Fairfield University with a degree in Accounting and Finance, Catherine began her career in a Client Relations and Trade Operations role at an Investment Advisor in Stamford, Connecticut. Catherine made the move to Boston and joined Prio Wealth in March, 2021
Catherine’s priorities include spending time in the mountains skiing, cooking, oil painting and spending time with her siblings and friends.