Avitas Wealth Management
ASSETS UNDER MANAGEMENT: $1 billion
Catherine Gerst has been in wealth management for 30 years. Her career began at Wells Fargo where she specialized in constructing municipal bond portfolios for the bank’s largest clients. She then teamed up with her now partners at Avitas Wealth while they were all at Merrill Lynch 20 years ago. Gerst now serves as principal of her own firm, Avitas Wealth Management. The firm manages assets for approximately 120 clients. Gerst’s passion revolves around fixed income portfolio management, and her clients benefit greatly from her experience, care, and skill she brings to bond portfolio management.
Gerst specializes in working with families and bringing the next generation into the financial discussion. Her experience with issues that often concern wealthy families provide her with invaluable insights and she has a unique ability to connect with all sides and facilitate discussion, education and strategy for wealth transition.
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