Catherine has almost 20 years of experience in investment analysis, working in multiple asset classes from the public equity markets to impact credit funds. She began her career at Lehman Brothers, analyzing stocks in the equity research department of Neuberger Berman. After several years working in global equity research, Catherine founded Conscious Capital Strategy. There she led a consulting team to drive new revenue growth for purpose-driven businesses and social enterprises. More recently, Catherine has worked with several large impact credit funds, running Underwriting teams and scaling processes as well as developing new debt products to support social enterprises, BIPOC founders and female founders.
Catherine has been practicing Tibetan Buddhism for over 25 years and teaches compassion training from the Dzogchen lineage of Tibetan Buddhism. She advises the board at Border Angels, volunteers with the Community Resource Center, and Encinitas for Equality. Catherine is an avid surfer and open water swimmer.
Catherine is an alumna of The Taft School, Boston College and has also completed graduate coursework at New York University in Financial Statement Analysis, Economics, and Micro Finance.