If you only have two minutes, click here for a highlight from the interview.
Catherine is a three-time entrepreneur with experience launching and building scalable businesses. Before launching CNote, Catherine served as Managing Director of Charles Schwab where she led a strategy division focused on the future of finance incorporating behavioral economics and predictive analytics. Her previous company, Global Brigades, is now the world’s largest student development firm operating in 5 countries. Over the last two decades, Catherine has held senior roles in both management consulting and venture capital.
Cat’s story of how she originally got into the work she is doing today
What CNote is, why it is important, and how folks can use the platform
The Wisdom Fund, and how it was designed to bring new thinking, experimentation, and sustainable solutions to drive wealth creation for women, specifically low-income and women of color in the United States.
How individuals, institutions, and wealth advisors can participate in the movement to invest in economic inclusion
Next steps for Cat and the CNote team
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