Catie Morici

Catie Morici is the Director of Private Wealth Services at Crest Capital Advisors.

Catie works directly with Crest Capital Advisor’s Managing Partners to deliver a high quality of client experience for the team’s valued clients. She focuses on overseeing all aspects of the client experience, from initiation to completion. Catie has decades of experience delivering for corporate executive and General Partner families experiencing complex situations and has designed the Crest Capital Client Services team to solve a broad range of financial and administrative challenges.

In addition to overseeing the client experience for the team, Catie manages a growing staff of service professionals and coordinates the practice’s custodial relationships with major financial institutions including Charles Schwab and Fidelity.

Catie earned a B.S. in Business Administration with a concentration in Finance from Elon University. Her previous industry experience includes positions at major financial institutions including Deutsche Bank Private Bank, State Street Bank, and UBS.

Catie enjoys working at Crest Capital Advisors because she enjoys getting to know the practice’s clients and appreciates the unique complexities corporate executive and General Partner families face on a day-to-day basis.

A little known fact about Catie… She was a cheerleader for 10 years, and even cheered in college at Elon University.

Catie is married and lives with her husband Mark and her two children in San Diego. She is an avid reader and enjoys cooking and traveling.