Cate supports our institutional clients and focuses on participant research and special projects. Cate analyzes participant behavior, including investments and savings behavior; compiles information on retirement and investment industry trends and evaluates findings relative to client‐specific data and develops recommendations based on findings. Cate is a member Capital Strategies Women’s Forum.
Cate earned a Bachelor of Science in Business Administration with concentrations in Finance and Accounting from Saint Louis University. She studied abroad at Saint Louis University in Madrid.
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