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    Clapboard Hill
    CLIENT ACCESS

    Catherine Dunne

    CLIENT SERVICE ASSOCIATE

    Catherine brings an abundance of administrative and operational experience to Clapboard Hill Private Wealth. As Client Service Associate, Catherine’s interpersonal skills and attention to detail are used to provide clients with exceptional service through up-to-date account reporting and administration, client portfolio management and managing Clapboard Hill Private Wealth’s due diligence process in preparing and drafting client documents.

    Understanding what is important to clients comes naturally for Catherine. Her experience includes time as a commercial real estate paralegal, project manager and senior executive assistant for firms in Private Equity, Commercial Real Estate and Management Consulting.

    She has a BA degree in political science and pre-law studies from the University of Toronto.

    She resides in Connecticut with her daughter and enjoys daily workouts at Orangetheory Fitness.

    Clapboard Hill Private Wealth
    Office: (203) 429-0406
    1265 Post Road East
    Westport, CT 06880
    Contact Us

    Clapboard Hill Private Wealth may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.

    Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through  B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance.

    The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither B. Riley Wealth Management, Inc. nor its afiliates are undertaking to provide you with investment advice or recommendations of any kind.

    Investments may lose value. Not FDIC insured.

    LEGAL DISCLOSURE

    CUSTOMER RELATIONSHIP SUMMARY