As a Client Service Associate at Wiss Private Client Advisors, Catherine serves as the point person for our clients’ administrative and operational needs and requests. In addition to handling their transactional, accounting and administrative needs, she prides herself in providing an exceptional client experience. Catherine takes a proactive approach to working with clients - she has mapped out the client’s entire journey, enabling her to anticipate and respond to what clients need. Catherine has spent her entire career in client services; starting at Santander Bank and then at a family wealth planning group in New Jersey.
“My goal is to build strong client relationships and the trust Wiss embodies in their culture. I want to manage the details so our clients can focus on what really matters to them, whether that requires chasing down requests for information or assuring that key information and documentation are accurate and up to date. The best part of my day is when I can help solve a problem that simplifies a client’s life.”
Bachelor of Science in Business Administration from Thomas Edison University
Catherine is passionate about the outdoors and helping people. When she is not enjoying the outdoors, especially hiking, you’ll find her volunteering at her community’s volunteer fire department and emergency medical services group.