Catherine Angela Maniscalco Avery

Chief Executive Officer at Catherine Avery Investment Management LLC

Finance

Consumer Services

Profile

Ms. Catherine A.
Maniscalco Avery is a Founder at Catherine Avery Investment Management LLC.
She has over 25 years of successfully managing client assets at major institutions.
She has over 25 years as a portfolio manager—investing in both domestic and international securities She has worked for a number of leading investment firms in the U.S., including Morgan Stanley, Shearson Lehman Hutton, Prudential Securities and Merrill Lynch.
Importantly, she also has vast portfolio management experience spanning a wide range of asset classes.
In today’s investment world, where portfolio managers are so often narrowly focused on managing one asset class, the breadth of her investment experience is increasingly rare.
She has been widely cited as an expert portfolio manager in such news sources as Financial Planning Magazine, The New York Times, Consumer’s Digest, Fox Business and National Post of Canada.
She has a degree in Finance from New York University.
She is also a member of the CFA Society of New York.

Catherine Angela Maniscalco Avery active positions

Companies	Position	Start
Catherine Avery Investment Management LLC Catherine Avery Investment Management LLC Investment ManagersFinance Catherine Avery Investment Management LLC (CAIM) is an independent, woman owned investment management firm headquartered in Longboat Key, Florida. The firm was founded by Catherine Maniscalco Avery in 2007. CAIM manages customized investment portfolios for women and Baby Boomers.	Chief Executive Officer	31/07/2007

All active positions of Catherine Angela Maniscalco Avery

Former positions of Catherine Angela Maniscalco Avery

Companies	Position	End
Dock Street Asset Management, Inc. Dock Street Asset Management, Inc. Investment ManagersFinance Dock Street Asset Management, Inc. (Dock Street) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palm Beach, Florida. The firm was founded by Daniel Ogden in 1989. Dock Street provides investment planning for families and individuals.	Portfolio Manager-Equities	29/06/2007
Prudential Securities	Corporate Officer/Principal	-
Shearson Lehman Hutton, Inc.	Corporate Officer/Principal	-
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.	Corporate Officer/Principal	-
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	Corporate Officer/Principal	-

See the detail of Catherine Angela Maniscalco Avery's experience

Training of Catherine Angela Maniscalco Avery

New York University

Undergraduate Degree

Experiences
Positions held

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