MANAGER OF OFFICE OPERATIONS
As Manager of Office Operations, Cathy supports clients, collaborates with the SageVest team, and maintains many of our technology services. Cathy works directly with clients to coordinate and disseminate tax information, schedule meetings with advisors, and update documents and records. Within the office she assists with our compliance requirements, manages our technology platforms, organizes technology training, and supports general office needs. She also updates our two websites, SageVest Wealth Management and SageVest Kids, edits blog articles, and manages our accounts on LinkedIn, Twitter, and Facebook.
Outside of work Cathy volunteers in the community and local public school system with a specific focus on helping students who face food insecurity.
Prior to joining SageVest, Cathy held a range of positions including working at the US Department of State and co-owning an event planning company. Cathy earned her Bachelor of Arts from Duke University and her Master of Arts in International Affairs from The George Washington University.