Catherine, “Cat”, to all who know and love her came to Key Financial as Patti’s second hire during the pandemic. Another proud graduate of Penn State, with a degree in Communication Studies, Cat brings 13 years of experience in the financial services industry. She started her career as a Senior Investment Administrator and quickly moved up to the role of Chief Compliance Officer. It was in these roles that she found a love of working with clients through the different stages of life and the financial phases that go along with each stage. Most recently, Cat actively supported pension consultants. She was the second point of contact for clients and shouldered the responsibility of daily administration and management of institutional investment portfolios. She specializes in making sure the client’s experience is as smooth and easy as possible.

Outside of the office, Cat lives in Glen Mills with her 11-year-old son, Mikey, a dog, two cats, and a chinchilla. Most of her free time is spent shuttling Mikey to soccer, lacrosse, or football practices and games. She does find time though, to volunteer in her community. She is the Secretary of her HOA where she not only deals with community business but plans fun events for the children that live there. She loves to volunteer at the Sunday Breakfast Mission and in her spare time, she can be found outside enjoying nature. Camping, hiking, or kayaking are family favorites!