Catherine Gomez

Catherine Gomez is a Senior Associate – Investments Trader at Wealthspire Advisors, based in the firm's Westport, CT office. In this role, she is responsible for executing and managing trades, supporting portfolio rebalancing, and collaborating on investment operations with a focus on client portfolio customization and risk management. Her work encompasses a broad range of asset classes and investment vehicles, reflecting Wealthspire’s philosophy of strategic asset allocation, diversification, and disciplined trading; she supports investment strategies that include equities, fixed income, and passive vehicles for high-net-worth and institutional clients.

Prior to her current position, Catherine advanced through several roles within Wealthspire Advisors, including Senior Client Service Associate and Client Service Associate, where she gained experience in client relationship management and operational support. Earlier in her career, she worked extensively in the non-profit and community services sectors and has demonstrated a strong commitment to service and effective communication.

Catherine holds a Master of Science in Finance with a specialization in wealth management from Manhattanville College, and a Bachelor of Arts in Art History & East Asian Studies from Pace University. Her professional strengths include portfolio trading, investment operations, and aligning client portfolios with both their financial goals and values, leveraging her cross-industry experience and analytical expertise. She is noted for her ability to integrate rigorous portfolio guidelines and risk controls into client investment solutions in line with Wealthspire's best practices.