Catherine Currin Bass

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2022 → Present
  Captrust
  Raleigh, NC
• 01/2020 → 03/2022
  The Green Chair Project
  Raleigh, NC
• 11/2017 → 12/2019
  Mcclatchy Company/Walter Magazine
  Raleigh, NC
• 06/2016 → 10/2017
  Pace Communications
  Greensboro, NC

Other Businesses

WALTER Magazine Not investment related 421 Fayetteville St, Suite 104, Raleigh, NC 27601 Editorial Magazine Freelance writer January 2020 5-8 hours/month; none during securities trading hours Contribute 1 story per month to the magazine YMCA of the Triangle non-investment related Philanthropy Committee member. Have been involved with the Y as a volunteer board member since 2017

Designations

• Certified Financial Planner

Other Names

• Catherine Elizabeth Currin
• Catherine Elizabeth Currin Bass