Catherine Jacobs

Client Service Manager

Wellesley, MA
Focus Areas

Customer Experience
Customer Care
Client Communications
Administrative Support

Cathy is a Client Service Manager at The Colony Group, where she is responsible for providing the team with a broad range of client service support. She brings over 20 years of experience working in the investment management industry, with both institutional and individual clients.

Prior to joining The Colony Group, Cathy was a member of the private client team at U.S. Boston Capital, an Investment Associate at Cambridge Trust Company and a director of client communications at OFI Institutional. She attended Simmons College where she earned a Bachelor of Arts in Finance, and she holds Series 6 and Series 63 licenses.

In her free time, Cathy enjoys spending time with her daughter, hiking with their dog, reading and going to the beach.