Catalina Cherny-Santos

Client Services Team Manager
Client Services Associate

As Manager of the Client Services Team, I direct the work of the team that executes on the sizable and complex administrative tasks associated with establishing and maintaining the client relationship. I work closely with the other team managers to ensure our services are integrated and thorough. Given my talent for efficiency, I am responsible for designing and managing critical projects that improve inter-departmental systems, as well as firm-wide initiatives that strengthen the content and delivery of our work product. The work I do is essential to the success of the client experience. It is also central to my team’s professional satisfaction and personal wellbeing.

I joined Christopher Weil & Company, Inc. in 2014 after earning a Bachelor's Degree from Wellesley College in Women's and Gender Studies with a minor in Economics. In 2015, I earned my Series 65 designation and became a Registered Investment Advisor Representative. In my free time, I scour Southern California for its tastiest restaurants and nerd out at Comic Cons around the country.

csantos@cweil.com

(858) 724-6053

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Catalina Cherny-Santos