Kathryn Cataldo works as a Financial Advisor to small businesses, non-profit organizations and high net-worth clients developing strategic investment portfolios, serving as a member of a client’s team consisting of legal and accounting professionals to ensure a comprehensive approach to the client’s needs.
Prior to joining North Pointe Wealth Management, Ms. Cataldo worked for A.G. Edwards as an Investment Advisor. Before that, she was a partner and served as the CFO of a small technology company for 15 years.
Ms. Cataldo is a graduate of Northeastern University, and resides in Bolton, MA with her two sons.
Kathryn is licensed to do business in Massachusetts, New Hampshire, Connecticut, and Florida.