EquityZen is a platform based on twin missions with a single theme: access. Our team is comprised of hard-working, bright people who embody our values and who are excited to build a future with liquidity for all.
Catherine was an Equity Research Analyst covering Real Estate Investment Trusts, most recently at Bank of America. Prior to that, she also held research positions at Morgan Stanley, Evercore and KBW.
Outside of the office, Catherine enjoys reading, fitness and wine tasting. She also has the best dog in the world - a beagle named Radley.
Catherine holds holds FINRA series 7, 63, 86 and 87 licenses. She is also a CFA charterholder.