Catie focuses her attention on enhancing the client experience. She serves an integral role in helping clients plan their financial future by developing and implementing customized investment planning solutions. In addition, she manages the trading operations for our Private Investment Management portfolios.
Catie began her career at Merrill Lynch in Boston and relocated to Rochester in 2008 where she continued her career with Merrill Lynch prior to joining the Zappia Investment Group.
Catie is a graduate of the State University of New York at Geneseo with a Bachelor’s degree in Business Administration. She enjoys playing soccer, reading, and spending time with her family and friends.