Director of Special Projects
Catherine brings over 30 years experience working with corporate executives, high-net worth individuals and trusts. Her experience encompasses the areas of personal financial planning, income tax planning and investment advisory services.
Prior to joining Baker Street Advisors, LLC, Catherine worked at myCFO as a Manager in the Family Offices Services Group (5 years), as well as at Pricewaterhouse Coopers, LLC as a Manager in the Personal Financial Services Group and Designated Investment Advisor for Pricewaterhouse Coopers, LLC Investment Advisors (15 years). Additionally, she worked in various corporate accounting and tax functions in a number of companies prior to joining Pricewaterhouse Coopers, LLC in 1984.
Catherine holds a B.A. in Music from the University of California at Berkeley and completed additional coursework in accounting, economics and business law after graduation. She passed the CPA exam in 1986.