Catherine Portner offers a holistic approach to managing wealth that begins with listening to your needs and helping ensure every strategy is grounded in a deep understanding what you want to achieve. Catherine focuses on developing investment strategies for business owners and women. As a former business owner herself, she intimately knows the challenges and rewards this work brings.
Whether helping clients navigate a volatile market to make their retirement vision a reality, support investment initiatives in environmental and social ventures or implement their legacy plans, Catherine leverages Merrill’s extensive research and technology resources and the plethora of banking and lending capabilities offered by Bank of America. In addition, she works with clients’ attorneys, accountants and other advisors to help coordinate their financial and legacy strategies as a trusted personal advisor.
Community involvement is an integral part of how Catherine supports clients and her community. A committed humanitarian, Catherine adheres to a personal philosophy of “think globally, act locally.” She volunteers and fundraises for Greater Washington DC chapters of the YMCA, Habitat for Humanity and Operation Smile. Catherine holds a bachelor’s degree in biology from Boston College and a master’s degree in business administration from Babson College.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Catherine joined the financial services industry to help others. Her altruism stems from recognizing the need for a professional and caring team that helps those seeking to realize the life and legacy they want to achieve. Catherine looks to help others define their goals, establish a wealth management strategy centered on their priorities and navigate a path forward through life's ups and downs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
