Cathy acts as our Financial Administrative Associate.  She assists with a variety of key tasks including sending notifications to clients, preparing for client meetings, maintaining documents and records, requesting and disseminating tax information, assisting with compliance support efforts and supporting our office needs.

Prior to joining SageVest, Cathy held a range of positions including working at the US Department of State, co-owning an event planning company, and organizing community and school efforts.  Cathy earned her Bachelor of Arts from Duke University and her Master of Arts in International Affairs from The George Washington University.

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