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Catherine Theresa Reese

Envestnet Pmc

Berwyn, PA

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Current Employers
Envestnet Pmc

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-10-18
  • PA RA
    APPROVED
    Since 2021-10-18

Branch Locations

1000 Chesterbrook Blvd #250, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hillview Capital Advisors, Llc Radnor PA 08/2012 02/2017
Unemployed Newtown PA 02/2017 11/2017
Robustwealth, Inc. Lambertville NJ 11/2017 12/2017
Robustwealth, Inc. Lambertville NJ 12/2017 02/2020
Unemployed Newtown PA 02/2020 10/2021
Envestnet Pmc Berwyn PA 10/2021 Present
  • 08/2012 → 02/2017
    Hillview Capital Advisors, Llc
    Radnor, PA
  • 02/2017 → 11/2017
    Unemployed
    Newtown, PA
  • 11/2017 → 12/2017
    Robustwealth, Inc.
    Lambertville, NJ
  • 12/2017 → 02/2020
    Robustwealth, Inc.
    Lambertville, NJ
  • 02/2020 → 10/2021
    Unemployed
    Newtown, PA
  • 10/2021 → Present
    Envestnet Pmc
    Berwyn, PA
Previous Registrations
  • 2017-12-08 → 2020-03-11
    Robustwealth, Inc.
    Lambertville, NJ
  • 2012-09-21 → 2017-04-21
    Hillview Capital Advisors, Llc
    Wayne, PA
  • 2011-09-01 → 2012-01-12
    Nuveen Asset Management, Llc
    Chicago, IL
  • 2009-02-06 → 2011-09-01
    Nuveen Fund Advisors, Llc
    Newtown, PA
    Chicago, IL
  • 2001-08-01 → 2009-01-27
    Rittenhouse Asset Management, Inc.
    Radnor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-28
  • S65 Uniform Investment Adviser Law Examination
    2000-11-28
Other Names
  • Cathie T Reese
  • Catherine T Reese

View on SEC IAPD

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Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
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CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
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