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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Cannon Goel is a registered Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Catherine has been in the financial services industry since 2004. She is a Series 3, 7 and 63, 65 licensed professional. Catherine has a proven track record of success in providing investment advice and wealth management services to individuals, families, and institutions. Catherine is committed to helping her clients achieve their financial goals and objectives. Kovitz Investment Group Partners, LLC is an independent, fee-based Registered Investment Advisor (RIA) specializing in providing a full range of financial services to high-net-worth individuals and families, as well as foundations, endowments, and trusts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
08/01/2024 - Present
Kovitz Investment Group Partners, LLC (Northbrook IL)
NY
09/22/2004 - 08/12/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
IA
Issued 12/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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