As an intern at The Cities Private Wealth Group, Mary Cate supports advisors and staff in daily operational and client service activities. Her work includes assisting with account openings, transfer paperwork, and a variety of administrative workflows that keep our practice running smoothly. She also observes financial planning and investment meetings, gaining hands on exposure to retirement strategies, investment management, and goal based planning.
Mary Cate is an incoming sophomore at the University of Iowa, studying Finance and Corporate Accounting and pursuing a Wealth Management Certificate. Outside the office, she loves spending time at the lake surfing, golfing, being with friends and family, and taking walks with her dog, Mack.