Cate Faddis
Portefeuillebeheerder-Aandelen bij Zevin Asset Management LLC
Profiel
Ms. Catherine V.
Faddis, CFA MBA, is a Senior Portfolio Manager at Zevin Asset Management LLC.
She serves both individual and institutional clients.
Ms. Faddis leverages her enthusiasm for fundamental research and valuation and her depth of knowledge to help her clients meet their financial goals.
She has over 20 years of experience in investment management and financial services.
Ms. Faddis was a Senior Portfolio Manager at Fernwood Investment.
She was also the President and Chief Investment Officer of Grace Capital and Managing Partner at Mason Capital Partners.
Ms. Faddis started her career as an Auditor and CPA at Deloitte, and then became an Equity Analyst at Putnam Investments.
She serves on the executive board of the Boston Economic Club, the Board of Directors of La Tienda Corp and is a corporator for the Cambridge Savings Bank.
She has been a frequent guest correspondent on CNBC and Bloomberg Markets.
She earned a BBA from the College of William & Mary and an MBA from Harvard Business School.
Cate is a CFA charter holder and member of the CFA Institute.
Actieve functies van Cate Faddis
| Bedrijven | Functie | Begin |
|---|---|---|
Zevin Asset Management LLC
 Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Portefeuillebeheerder-Aandelen | 01-06-2023 |
Eerdere bekende functies van Cate Faddis
| Bedrijven | Functie | Einde |
|---|---|---|
Fernwood Investment Management LLC
 Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments. | Portefeuillebeheerder-Aandelen | 16-08-2023 |
Grace Capital, Inc.
 Grace Capital, Inc. Investment ManagersFinance Grace Capital, Inc. is an independent investment manager headquartered in Quincy, Massachusetts. The firm was founded by Catherine (Cate) Faddis in 2006. Grace Capital offers custom and separately managed accounts to institutions, high net worth individuals, and family offices. | Algemeen Directeur | 01-10-2022 |
Nichols & Pratt LLP
 Nichols & Pratt LLP Investment ManagersFinance Nichols & Pratt LLP provides investment advice and estate administration services. The private company is based in Boston, MA. | Corporate Officer/Principal | - |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Opleiding van Cate Faddis
| The College of William & Mary | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
Albert D. Mason, Inc.
 Albert D. Mason, Inc. Investment ManagersFinance Albert D. Mason, Inc., do-business-as Mason Capital Partners (MCP), is a registered independent wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Albert D. Mason in 1978. MCP manages money for a handful of institutions, pension funds, charitable trusts, and high net worth individuals. They offer custom managed accounts including balanced, diversified equity, high dividend products. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Finance |
Nichols & Pratt LLP
Nichols & Pratt LLP Investment ManagersFinance Nichols & Pratt LLP provides investment advice and estate administration services. The private company is based in Boston, MA. | Finance |
Grace Capital, Inc.
Grace Capital, Inc. Investment ManagersFinance Grace Capital, Inc. is an independent investment manager headquartered in Quincy, Massachusetts. The firm was founded by Catherine (Cate) Faddis in 2006. Grace Capital offers custom and separately managed accounts to institutions, high net worth individuals, and family offices. | Finance |
Fernwood Investment Management LLC
Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments. | Finance |
Zevin Asset Management LLC
Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Finance |
