BACKGROUND

Cathleen uses her talents to provide persistent, calm, timely, and innovative portfolio assistance for her clients. Her loyalty and ability to navigate intense markets over a diverse arena of fixed income products are gifts that benefit the clients she serves.

For over a quarter of a century, Cathleen has used her brainstorming and collaboration tools to enable ideas that not only match her client’s portfolio directives, but also provide a service that engages them to consider expanding their parameters. Her years of service show that integrity, confidence, and grit build healthy networks of industry participants. She can navigate client relationships with her team of traders and deliver unique opportunities for both sides. Cathleen provides fixed income products that not only benefit her clients, but also fulfill Northland’s mission to provide opportunities that offer investment solutions.

Cathleen is a member of the Colorado Government Finance Officers Association.

She keeps busy as a mother, a St Vincent DePaul Society member, a school volunteer, and an active citizen on patrol. She also enjoys athletic activities and would rather visit clients via a bicycle ride than a taxi!

EDUCATION

She received her B.S. degree from the University of Tennessee and attended the University of Kentucky.

PROFESSIONAL LICENSES/REGISTRATIONS

Cathleen holds and maintains the FINRA Series 7 General Securities Representative and Series 63 Uniform Securities Agent State Law registrations.