From Wall Street to Longboat Key: How CAIM Built a Top-Tier Investment Firm with a Personal Touch

Catherine Avery, owner of Catherine Avery Investment Management (CAIM), began her investment journey as an 18 year old New York University finance student while working at Oppenheimer Funds. “While gaining real work and real life experience on Wall Street, I quickly realized I wanted to manage money for a living,” says Catherine. After earning her finance degree from NYU, she worked at several top investment firms in New York City, including Morgan Stanley, where she was a portfolio manager for nine years.