Catie Allender, CFA®

Catie joined Founders Financial in 2018 where she initially served as an Investment Analyst and has expanded her role to become an Investment Manager for FCMS. In this role, she is responsible for implementing our investment process with a focus on research, due diligence, portfolio analysis, and trading. Catie also plays a key role in our communication and advisor engagement initiatives and has made a significant impact through her infectious energy, thirst for knowledge, and analytical rigor.

Prior to joining Founders, Catie worked as a Program Assistant in the Fine Arts Department of Loyola University. She earned her Master of Science in Finance and her Bachelor of Arts in Classical Languages from Loyola University Maryland and holds the Chartered Financial Analyst® designation.