CAIM was founded by Catherine Avery, an investment professional with more than 25 years experience managing investment portfolios on behalf of private and institutional investors.
Catherine’s investment career and credentials are broad; she has worked for a number of leading U.S. investment firms, including Merrill Lynch, Morgan Stanley, Shearson Lehman Hutton and Prudential Securities, but more importantly has portfolio management experience spanning a wide range of asset classes. In today’s investment world, where portfolio managers are so often narrowly focused on managing one asset class, the breadth of Catherine’s investment experience is increasingly rare.
In her more than 25 years as a portfolio manager—investing in both domestic and international securities markets—Catherine has managed customized private client portfolios, wrap accounts, a natural resources fund, mid and large cap portfolios, an equity income fund (which involved her in fixed income markets and real estate investment trusts), and a global fund. In managing these various portfolios and assets, Catherine has carried both individual and team responsibility for the investments she has made and managed. On an individual basis, she has been personally responsible for portfolios totaling more than $750 million—while as a member of a larger portfolio management team, she has shared responsibility for managing more than $14 billion on behalf of investors.
Catherine has a degree in Finance from New York University. She is also a member of the CFA Institute, the New York Society of Security Analysts and the Stamford CFA Society. Catherine lives in New Canaan with her husband and two sons.
