Lead Portfolio Operations Specialist
Cathy is a Portfolio Operations Specialist at Mercer Advisors. As part of the Investment Operations department, she’s responsible for assisting Client Service teams with the reallocation of investment strategies in client portfolios and working with third-party asset management platforms to ensure proper trading and asset allocations. She began her career in financial services in 2007 and her experience includes positions at Charles Schwab, TIAA and Broadridge Financial Solutions.
A native of Colorado, Cathy is an alum of the University of Colorado at Denver where she earned a BA in Sociology. She is fluent in Vietnamese and enjoys playing tennis, travelling, and reading.