SFM Start Date:
September 1997
Education:
B.S., Medical Technology
University of Colorado
Master’s of Business Administration
University of Montana
Credentials:
Series 65
Financial Industry Regulatory Authority (FINRA)
Work experience prior to joining SFM:
For many years, Cathy pursued a career in the healthcare industry, where she served as manager of laboratory services at Kalispell Regional Medical Center. This was followed by an assignment as field surveyor for the Joint Commission on Accreditation of Healthcare Organizations, where she honed her knowledge of quality assurance and general compliance procedures before joining Stack Financial Management. In her tenure at SFM she further developed her background in compliance and management, while also developing portfolio management skills over the course of multiple full market cycles.
Role at SFM:
As Vice President and Managing Partner, Cathy is actively involved with SFM in a managing and consulting capacity, focusing in areas of compliance, strategic planning, and market analysis. She also serves as a member of the Portfolio Management Team.
When not in the office:
Cathy loves to travel and plan trips to new places with her children and grandchildren. When not in the office or traveling, she and her husband enjoy their lake home and all aspects of living in the Flathead Valley.
