Catie Morici | Director of Private Wealth Services

Catie Morici

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

Catie works closely with Crest Capital Advisor’s partners to ensure a high quality client experience for the team’s valued clients. She focuses on overseeing all aspects of the client experience, from initiation to completion. Catie’s strong interpersonal skills enable her to bond with clients of the team and deliver a smooth and positive service experience. Very often, Catie will be the main point of contact and is often known for making even the most complex transactions run smoothly.

With over 20 years of industry experience, Catie utilizes her client service and communication skills to build strong relationships with clients, and focuses on ensuring that client expectations are exceeded in all interactions.

In addition to overseeing the client experience for the team, Catie manages a staff of 3 service professionals and coordinates the teams custodial relationships with major financial institutions including Charles Schwab and Fidelity to name a few.

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, “loves getting to know our clients and their families.” She says “my goal is to make things as smooth and easy as possible for our clients.”

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.

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