Draft:Catherine Avery
Catherine Avery | |
|---|---|
| Born | Catherine Maniscalco Avery |
| Nationality | American |
| Alma mater | New York University |
| Occupation(s) | Businesswoman Investor |
| Organization(s) | Morgan Stanley Merrill Lynch |
Catherine Maniscalco Avery is an American businesswoman and investor.[1][2][3]
Avery founded Catherine Avery Investment Management (CAIM) in 2007 in New Canaan, Connecticut.[4][5][6] It provides financial planning, investment advisory, and portfolio management services.[5] She serves as the chief executive officer (CEO) and president of the firm.[7][8][1]
Biography[edit]
Catherine Avery is originally from Brooklyn, New York.[9] She graduated from New York University in 1985 with a bachelor's degree in finance.[9]
Prior to founding her own investment firm, Avery held the position of vice president at Morgan Stanley until 2003.[9][10]
In 2003, Avery joined Merrill Lynch, where she worked until 2006.[10]
In 2007, Avery founded her own investment firm in New Canaan, Connecticut, named Catherine Avery Investment Management.[10]
By 2021, following a trend of her investors relocating to the west coast of Florida, Avery moved CAIM to that region.[9] The firm is located in Mediterranean Plaza on the Key, serving clients throughout the west coast of Florida.[9]
In 2023, Avery received a nomination for Portfolio Manager of The Year.[9]
References[edit]
- ^ a b "Avery invited to facilitate conference workshop". New Canaan Advertiser. November 10, 2013.
- ^ writers, Olivia Just and Rich Lee, Staff (December 16, 2011). "Buying stock for kids teaches financial literacy, New Canaan wealth manager says". Stamford Advocate.
{{cite web}}: CS1 maint: multiple names: authors list (link) - ^ "Fast Pitch: Why Catherine Avery says buy IBM". CNBC.
- ^ "Catherine Avery Investment Management reveals holiday stock lists". New Canaan Advertiser. November 22, 2011.
- ^ a b "Catherine Avery Investment Management LLC - Company Profile". Bloomberg.com.
- ^ "Ahead of Fed Decision on Possible Stimulus, Investors Hold Their Ground". September 12, 2012 – via New York Times.
- ^ https://www.reuters.com/article/investing-quicktake/main-st-investors-cautious-even-as-us-data-improves-idINN1E7650WW20110707/
- ^ "Women Rarely Manage ETFs. Meet the Team Looking to Change That". January 6, 2023 – via Bloomberg.com.
- ^ a b c d e f "Longboat resident nominated for Portfolio Manager of The Year". Observer. September 26, 2023.
- ^ a b c Writer, Martin B. Cassidy, Staff (September 9, 2011). "The New Mother: 'It possibly saved my life'". Stamford Advocate.
{{cite web}}: CS1 maint: multiple names: authors list (link)