Catherine Avery
President
Catherine Avery Investment Management LLC.
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Catherine Avery is 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 investment experience that Catherine possesses is increasingly rare. In her more than 25 years as a portfolio manager, she has managed customized private client portfolios, wrap accounts, a natural resources fund, mid and large cap portfolios, an equity income fund (which gave her exposure to 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.
With the founding of her own investment firm—Catherine Avery Investment Management (CAIM)—Catherine brings this extensive experience to bear for her own firm’s clients.
Based in New Canaan, Connecticut, CAIM specializes in creating and managing customized and fully diversified investment portfolios for private investors. A cornerstone of CAIM’s investment philosophy is the belief that the best way for investors to achieve their investment goals is by taking a long-term investment perspective and by ensuring their portfolios are well diversified. Catherine knows from her own personal experience as an investor—and from her many years of professional investment experience—that these two principles yield results, and she is passionate about sharing that message with her clients and investors in general.
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 Robert and her two sons Noah and James. They are avid sailors and members of the Stamford and New York Yacht Club. |
