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Cate Faddis
Portfolio Manager-Equities at Zevin Asset Management LLC
Cate Faddis active positions
Companies | Position | Start | End |
---|---|---|---|
Zevin Asset Management LLC
![]() Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Portfolio Manager-Equities | 01/06/2023 | - |
Career history of Cate Faddis
Former positions of Cate Faddis
Companies | Position | Start | End |
---|---|---|---|
Fernwood Investment Management LLC
![]() Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments. | Portfolio Manager-Equities | 01/10/2022 | 16/08/2023 |
Grace Capital, Inc.
![]() Grace Capital, Inc. Investment ManagersFinance Grace Capital, Inc. is an independent investment manager headquartered in Quincy, Massachusetts. The firm was founded by Catherine (Cate) Faddis in 2006. Grace Capital offers custom and separately managed accounts to institutions, high net worth individuals, and family offices. | Chief Executive Officer | 01/02/2006 | 01/10/2022 |
Chief Investment Officer | 01/02/2006 | 01/10/2022 | |
Founder | 01/02/2006 | 01/10/2022 | |
Portfolio Manager-Equities | 01/02/2006 | 01/10/2022 | |
President | 01/02/2006 | 01/10/2022 | |
Nichols & Pratt LLP
![]() Nichols & Pratt LLP Investment ManagersFinance Nichols & Pratt LLP provides investment advice and estate administration services. The private company is based in Boston, MA. | Corporate Officer/Principal | - | - |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Corporate Officer/Principal | - | - |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Albert D. Mason, Inc.
![]() Albert D. Mason, Inc. Investment ManagersFinance Albert D. Mason, Inc., do-business-as Mason Capital Partners (MCP), is a registered independent wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Albert D. Mason in 1978. MCP manages money for a handful of institutions, pension funds, charitable trusts, and high net worth individuals. They offer custom managed accounts including balanced, diversified equity, high dividend products. | Analyst-Equity | 01/01/2002 | - |
Analyst-Fixed Income | 01/01/2002 | - | |
Portfolio Manager-Equities | 01/01/2002 | - | |
Portfolio Manager-Fixed Income | 01/01/2002 | - |
Training of Cate Faddis
The College of William & Mary | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Statistics
International
United States | 10 |
Operational
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 3 |
Analyst-Equity | 1 |
Sectoral
Finance | 7 |
Consumer Services | 3 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
Albert D. Mason, Inc.
![]() Albert D. Mason, Inc. Investment ManagersFinance Albert D. Mason, Inc., do-business-as Mason Capital Partners (MCP), is a registered independent wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Albert D. Mason in 1978. MCP manages money for a handful of institutions, pension funds, charitable trusts, and high net worth individuals. They offer custom managed accounts including balanced, diversified equity, high dividend products. | Finance |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Finance |
Nichols & Pratt LLP
![]() Nichols & Pratt LLP Investment ManagersFinance Nichols & Pratt LLP provides investment advice and estate administration services. The private company is based in Boston, MA. | Finance |
Grace Capital, Inc.
![]() Grace Capital, Inc. Investment ManagersFinance Grace Capital, Inc. is an independent investment manager headquartered in Quincy, Massachusetts. The firm was founded by Catherine (Cate) Faddis in 2006. Grace Capital offers custom and separately managed accounts to institutions, high net worth individuals, and family offices. | Finance |
Fernwood Investment Management LLC
![]() Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments. | Finance |
Zevin Asset Management LLC
![]() Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Finance |
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