A graduate of the University of Pennsylvania's, Wharton School, with an MBA in Finance, Catherine has spent over 20 years working with leading global corporations, asset managers, and private clients, to provide counsel in investment management, investment banking, and equity research and trading. She has experienced firsthand the financial empowerment of innovators and investors alike through capital markets financing and disciplined investment strategy.
Emerging from long nights and deep analytics in the investment banking realm of Salomon Smith Barney, Catherine found her true passion on the trading floors of Morgan Stanley, where she advised some of the world's largest asset managers and hedge funds in US equity investment strategy. From her early days with Morgan Stanley in London, England, to the firm's US offices in Boston and then New York, Catherine's relationships, investment experience and cultural perspectives span global markets.
Catherine's academic pursuits were also global, having earned her B.B.A., Marketing and Management, Summa Cum Laude, from Emory University coupled with International Business and Management at Schiller International University in Paris, France.
Since her Wharton days, Catherine and her writings have been featured in national and regional publications, such as On Wall Street and the Jacksonville Business Journal.
Catherine embraces mentorship of others. She served on Morgan Stanley's Committee for Development of Professional Women and mentored others through the Forte Foundation, the Financial Women's Association, her Alumni networks and community organizations. She is an advisory board member for the University of North Florida's financial services program and the Association of Corporate Growth (“ACG”) North Florida Chapter. She gives back in tribute to those who give so much.
Deeply fulfilling for Catherine is the alignment of social consciousness with social impact. Through sponsorship of the World Affairs Council, Community Hospice of Northeast Florida, the American Lung Society, among others, she actively seeks opportunities to lift up people and communities.
Catherine co-founded Pando Partners to fulfill her sense of purpose: to help others multiply life's possibilities through the alignment of wealth management and the values, goals, and aspirations that give wealth meaning.
Raymond James is not affiliated with any organizations mentioned.