Client Services Manager
In 2014, Catalina returned from a four year college stint on the east coast and joined the team at Christopher Weil & Company, Inc. Catalina first crossed paths with the Weil family as a student at the Preuss School UCSD where she attended middle school and high school and the Weil family was working with Preuss to provide college scholarships to its students. Once back in San Diego and looking for a place to launch her career, the Weil connection made for a natural fit.
In her role as Client Services Manager, Catalina acts as liaison between the Client Services, the Financial Advisory, and the Portfolio Management Teams. She also manages critical internal and external innovative initiatives and projects. Her role is central to improving the client experience and ensuring client satisfaction. Catalina earned a Bachelor's Degree in Women's and Gender Studies with a minor in Economics from Wellesley College, and in 2015, the Series 65 designation making her a Registered Investment Advisor Representative. In her free time, Catalina scours Southern California for its tastiest restaurants, nerds out at Comic Cons around the country, and adventures with her wife, around San Diego and beyond.