Catherine serves as Client Associate for CapSouth 401k; she has been with the firm since November 2010. Prior to CapSouth, Catherine worked in the legal and communication fields. As Client Associate for CapSouth 401k, she is primarily responsible for coordinating and facilitating all administrative aspects of the corporate retirement plan client relationship. Areas included in this oversight are plan design, investment due diligence, participant educational programs, and corporate retirement plan committee consultation.
Having graduated from Armstrong Atlantic State University in Savannah in 1998 with a Bachelors of Science degree in General Studies, Catherine then earned a Master of Arts in Communication from Auburn University in 2002. She also holds a Series 65 license and has earned her Certified Retirement Plan Specialist designation (CRPS®).
CapSouth Partners, Inc. is an independent Registered Investment Advisor.
Investment advisory services offered through CapSouth Partners, Inc., dba, CapSouth Wealth Management.
CapSouth Partners, Inc. does not provide tax or legal advice.