Catherine Hetrick

Catherine Hetrick is the Managing Partner at Stack Financial Management in Whitefish, Montana, where she plays a key leadership role in the firm's strategic direction, compliance, and consulting activities. She is heavily involved in portfolio oversight, focusing on asset allocation and risk management for a diverse client base, including high-net-worth individuals and institutions.

Hetrick's investment management expertise centers on large-cap U.S. equities, with significant allocations toward the technology, consumer staples, healthcare, and infrastructure sectors as reflected in Stack's holdings in companies such as Microsoft, Walmart, Berkshire Hathaway, and Accenture. She is also experienced with industry sector ETFs—such as those focused on healthcare and energy—and brings additional perspective from her background in clinical laboratory science.

With over two decades at Stack Financial Management, including prior roles as Vice President and Senior Portfolio Manager, Hetrick has contributed to the firm's growth and reputation for disciplined investment process. She holds an MBA from the University of Montana and a B.S. in Clinical Laboratory Science/Medical Technology from the University of Colorado Boulder, underscoring her analytical rigor and interdisciplinary approach to portfolio management.