Catherine Friedel

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

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

• 05/2016 → 05/2020
  San Antonio Christian High School
  San Antonio, TX
• 05/2020 → 05/2024
  The University Of Texas At Austin
  Austin, TX
• 06/2019 → 08/2019
  Becton, Dickinson & Co.
  San Antonio, TX
• 05/2022 → 08/2022
  Texas Capital Bank
  Austin, TX
• 05/2023 → 08/2023
  J.P. Morgan Private Bank
  Dallas, TX
• 03/2021 → 08/2021
  Shipt
  Austin, TX
• 05/2024 → Present
  Citigroup
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-09-10

Other Names

• Catherine Friedel
• Catherine Frances Friedel