Catherine Avery

Catherine Avery founded CAIM LLC in 2007. She has been successfully managing client assets at major institutions and in her own firm for over 30 years. Ms. Avery's investment career and credentials are broad; she has worked for a number of leading investment firms in the US, including Morgan Stanley, Shearson Lehman Hutton, Prudential Securities, and Merrill Lynch. Importantly, Ms. Avery also has vast 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 her investment experience is increasingly rare. She has been widely cited as an expert portfolio manager in such news sources as CNBC, Barron's, Financial Planning Magazine, The New York Times, Consumer's Digest, Fox Business, News 12 Connecticut, and National Post of Canada.