Cathie is a Senior Portfolio Administrator, having joined The Colony Group in 2015 after serving as a Private Client Administrator for CapGroup Advisors since 2001. Her responsibilities at The Colony Group include client services, portfolio administration, and providing operational support for the team.
Prior to working at CapGroup, Cathie worked in the life insurance industry for 19 years, focusing on underwriting, marketing, and policy service. She currently holds her Life, Health, and Annuity License. In her spare time, Cathie enjoys staying active at the gym and taking Zumba and Yoga classes.