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Cathie Arthurs
Gestionnaire de Portefeuille-Actions chez Wayfinding Financial LLC
Profil
Ms. Cathie J.
Arthurs is a Partner at Wayfinding Financial LLC.
She has been in the financial industry for over 20 years and joined Wayfinding Financial in 2021.
She began her career in banking and in 2005 she transitioned over to the wealth management side where she specializes in family financial planning, investor education and investment management.
Postes actifs de Cathie Arthurs
Sociétés | Poste | Début |
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Wayfinding Financial LLC
![]() Wayfinding Financial LLC Investment ManagersFinance Wayfinding Financial LLC (Wayfinding) is an independent registered investment advisor headquartered in Lynnwood, Washington. Through their investment advisor representatives, Wayfinding provides investment advisory services for individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts, and estates. | Gestionnaire de Portefeuille-Actions | 01/11/2021 |
Anciens postes connus de Cathie Arthurs
Sociétés | Poste | Fin |
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Financial Engines Advisors LLC
![]() Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Corporate Officer/Principal | 01/12/2020 |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 2 |
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Financial Engines Advisors LLC
![]() Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Finance |
Wayfinding Financial LLC
![]() Wayfinding Financial LLC Investment ManagersFinance Wayfinding Financial LLC (Wayfinding) is an independent registered investment advisor headquartered in Lynnwood, Washington. Through their investment advisor representatives, Wayfinding provides investment advisory services for individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts, and estates. | Finance |