Catherine is Chief Compliance Officer and Portfolio Manager at Quintessence Wealth. She is responsible for overseeing the Compliance Program across Quintessence Wealth and all of its partner groups, including RowanOak Private Wealth Counsel.
Prior to joining Quintessence Wealth, Catherine founded Frame Global Asset Management, where she was Portfolio Manager and Chief Compliance Officer. While at Frame Global Asset Management, she established the compliance department and focused on building a track record for their tactical all-ETF asset allocation models.
Previous to that, she spent 5 years at Cougar Global Investments as a Senior Compliance and Research Analyst, where she worked on the investment management side of their suite of Global Tactical all-ETF portfolios and promoted their strategies across the United States. She has also worked previously for IA Clarington Mutual Funds and started her career at State Street.
She graduated from the University of Toronto with an Honours BA in Economics and is a CFA Charterholder. She is a registered Portfolio Manager – Advising Representative with the OSC and a member of Women in ETFs.