The Elevage Group at Morgan Stanley

Catherine has long listed analytical problem solving and relationship building among her talents and was thrilled 20 years ago to find a career that made use of both and gave her the opportunity to help clients build financial independence. She has built a long and successful history of understanding and managing the unique complexity facing high net worth individuals and families.

After graduating from Wake Forest University with a Bachelor of Science degree in 1994, she joined First Union Bank in Nashville, TN as a relationship manager in the private bank. In 1999, she moved to Raleigh, NC to become a Financial Advisor with Smith Barney, earned the prestigious CFA^® designation in 2000, and became a CERTIFIED FINANCIAL PLANNER™ (CFP) in 2006. She also moved to Denver, CO, in 2006, where she was a Financial Advisor with Merrill Lynch before co-founding the Coleman Gates Group at Morgan Stanley in 2016. She earned an Executive MBA from the Daniels College of Business at the University of Denver in 2014.

Outside of work, her biggest passion is travel, and she tries to take at least one international trip each year. Australia, Japan, and Africa are on her bucket list, and she is always open to suggestions for future trips! When she’s home and not working, Catherine can usually be found running, hiking, reading, writing, or spending time with her loyal and hilarious pug, Frank.

I feel fortunate to have always done work that is interesting and challenging. From traveling the world with ESPN while working on the X Games, to wealth management, I've been fortunate to love what I do.

At Morgan Stanley, I work with my clients to establish and manage a thoughtful and customized financial roadmap. How? My team works with our clients to craft an individualized and exhaustive plan in which we prioritize their goals, establish risk tolerance vs. current portfolio construction, and evaluate cash flow, liabilities and assets.

Why is that important?

Portfolio performance alone may not preserve and grow wealth. Thoughtful and tax efficient management balance sheets helps achieve those goals. So, when the inevitable ups and downs of the markets come, our clients are not riding an emotional roller coaster. Because, together, we've built a framework around which to make financial decisions which helps to ensure we're always acting as a team focused on those long-term goals. This helps keep financial decisions objective, not emotional.

My investment philosophy seeks to utilize impact investment strategies which meet specific environmental, social and governance standards. This allows my clients wealth to compound in a deliberate and purposeful manner. I advise in estate planning strategies so my clients can create a thoughtful legacy for the future. My client service associate handles day to day needs. All of this enables us to provide highly personalized service, backed by the global resources of Morgan Stanley.

On a personal note, I am a mom, wife, avid snowboarder, voracious reader and football fan. I've worked on four continents and speak fluent Spanish and am proficient in German and Portuguese.

Disclaimer:
ESG investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments may not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. As a result, it is difficult to compare ESG investment products or to evaluate an ESG investment product in comparison to one that does not focus on ESG.

There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.

My approach is rooted in the belief that wealth has distinctly different needs and, thus, deserves a unique level of care. As the complexities of wealth management and investment planning continue to evolve, our team focuses on delivering a simplified financial strategy that leaves clients feeling both informed and confident.

While leveraging the global resources of Morgan Stanley, our team aims to educate affluent individuals on the life cycles of wealth: accumulation, preservation, and distribution. The foundation of our partnership is a customized financial plan, unique to each client. Throughout this plan, we prioritize a deep understanding of personal and financial goals, risk tolerance, cash flow and liquidity needs, as well as current and future liabilities and assets. Using this information, we work collaboratively with individuals and their families in the pursuit of short and long-term financial wellness and a well-aligned legacy.

Originally from Cleveland, I am an active alum of The Ohio State University. I currently serve on the Board of Directors of Volunteers for Outdoor Colorado, the state’s oldest outdoor stewardship non-profit organization, which allows me the opportunity to fractionally pay back the Colorado trails that have given so much to me. I am also a devoted skier, snowboarder, and hiker, as well as a sports and live music enthusiast.

Angella started her career at Morgan Stanley in the Beverly Hills, CA branch in 2003. She’s highly adept at handling a broad range of responsibilities efficiently and effectively and has more than 17 years of experience in the industry. She’s originally from Nebraska and graduated from the University of Nebraska in Lincoln, earning a Bachelor’s degree in Business Administration with an emphasis in Finance. Angella is very family focused as well as an avid dog lover. She has two of her own – Nona, a Blue Heeler and Chloe, who was adopted from the Bahamas and is locally known as a “Potcake”. In her free time she likes to go hiking with her dogs, practice yoga, read, cook, and enjoy sunny afternoons out on patios.

Robyn is a Connecticut native who has recently found her forever home in Colorado after realizing how much she loves the mountains. Robyn brings 10+ years of experience within the financial services industry to her role here at The Elevage Group. She started her career in banking and worked her way into the Wealth Management industry, falling in love with building relationships and helping clients build their personal wealth along the way. In addition to her in-role experience, Robyn has an MBA from Western New England University and is fully registered with her Series 7 and Series 66 licenses.

In her spare time Robyn runs a successful health and wellness online coaching company and enjoys spending time outdoors. Her hobbies include hiking, backpacking, traveling, reading, crocheting, and she is very passionate about optimizing personal health.