Catherine C Mcnish

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2012 → 09/2018
  Durham Academy
  Durham, NC
• 08/2018 → 05/2022
  Barnard College
  New York, NY
• 06/2019 → 08/2019
  Wibbitz
  New York, NY
• 01/2021 → 01/2021
  Gts
  New York, NY
• 06/2021 → 08/2021
  Bank Of America
  New York, NY
• 06/2020 → 08/2020
  Doordash
  Durham, NC
• 12/2022 → Present
  Bank Of America N.A.
  New York, NY

Other Businesses

I*2724265, Entity Type: Entity For Profit, Name of OBA: Headcase Band, Address: New York, New York, 10002, Investment Related: N, Position, Title, Association: Other, Employee State Date: 09/20/2025, No Hours: 8 Monthly, No Hours during Trading: 0 Monthly, Duties: songwriting & performance, band, live music performances

Exams

• S66 Uniform Combined State Law Examination
  2022-11-28

Other Names

• Catherine C Mcnish
• Cat Mcnish
• Catherine Mcnish