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.

On the morning of September 11, 2001, Catherine, who was a new mom, left the Morgan Stanley office in the Twin Towers to run an errand, just moments before the attack. Like so many New Yorkers following 9/11, her life was suddenly changed forever. The devastating events of that day inspired her to build a career on her own terms and she began looking into starting her own investment firm. In 2007, CAIM was launched in Greenwich, CT and Catherine has never looked back!