As Senior Wealth Advisor for the Los Angeles region of Northern Trust, Catherine is responsible for the development and implementation of financial, estate and tax plans for high-net-worth individuals, business owners, senior executives and wealthy families.
Catherine has over 10 years of experience delivering trust administration, tax and estate planning advice. Her expertise in fiduciary administration, gift and estate taxation, and advanced wealth transfer strategies is known and respected throughout the community. Prior to joining Northern Trust, Catherine was with Bessemer Trust as a Vice President and Fiduciary Officer and prior to that a Trust Administrative Associate with Whittier Trust.
Catherine is the Treasurer of the P.I.C.O. Neighborhood Council, advocating for stakeholders in her local neighborhood. She is a member of the California State Bar, and is active in the Beverly Hills Estate Planning Council and Los Angeles County Bar Association.
2020
Bachelor of Arts in Art History, Emory University Juris Doctor, Tulane Law School. Masters of Law in Taxation, Southern Methodist University Dedman School of Law.
Member of the California State Bar.
By Appointment Only
2049 Century Park East
Suite 3600
Los Angeles, California 90067