I feel privileged to have a career in finance where I continue to learn about not only investing, but also how to save for each life event. As a single parent to my daughter, it was even more important to manage our expenses. Today as I work with our clients, I truly enjoy teaching them how to keep their financial house in order and helping them prepare for the important events in their own lives.
Catherine Crunden is the Executive Director of ALINE Wealth. She leverages organizational skills, meticulousness, and more than 25 years of experience in the financial services industry to provide excellent team leadership and office efficiencies and thereby helping ensure the team’s success.
Cathy prides herself on being able to personally assist clients during difficult market conditions using in-depth business analysis while providing macro-economic information. She seeks to calm clients’ fears in turbulent and unfamiliar economic conditions and takes a personal interest in each client’s life.
Cathy’s leadership extends to the corporate level of the firm where she has been the Chairperson and member for the Field Professional Council for over 5 years. Cathy helped lead this nationwide committee of professionals within the firm, with a mission of aligning culture and driving best practices across the firm. She was also co-chair of the Philanthropy committee serving the New York region. The committee is responsible for coordinating charitable events throughout the year such as the American Heart Association Wall Street Run/Heart Walk, Ronald McDonald House Dinner Service, New York Cares Winter Wishes, and Gods Love We Deliver.
Prior to joining ALINE, Cathy was an Investment Associate at UBS Financial Services for 14 years. She has also served as the Operations Manager at A.G. Edwards for 9 years.
Cathy is the recipient of the National Association of Professional Women’s 2016 Circle of Excellence Award, which recognizes female professionals who are excelling in their industries and communities. She also received the Certificate of Achievement Award from HighTower in recognition of her Leadership skills and contributions to the firm.
She holds her series 7 and 63 licenses, as well as Life and Health Insurance licenses.