Highlights
Board of Directors, Various Offices | The Giving Circle of Alexandria, 2005 – 2017
Collaborated with Gift Chairs to initiate the Alexandria Citywide Playgroup Initiative and pioneered Spring2Action online giving event together with ACT for Alexandria. Managed The Giving Circle’s website and newsletter.
Various Club Offices | Toastmasters, 2012 – 2014
Responsible for tracking member progress and motivating members to achieve their goals.
Volunteer Treasurer for RunningBrooke, 2017
RunningBrooke is a grant-making organization that helps children in the City of Alexandria improve academic performance in the classroom through physical activity.
Chairman of Board | RunningBrooke, 2013 – 2017
Partner with Brooke Curran, President of RunningBrooke to provide leadership to a newly formed Board in a new organization. Provide “sounding board” for ideas on RunningBrooke strategy, direction, and priorities.
Cathleen has two big drivers-–a challenge and a love of learning. She cannot resist a challenge or a problem to solve, and cannot rest until she’s conquered it. Every morning, Cathleen runs or works out at Crossfit for an energy boost that gets her mind awake and going, ready to face whatever the day brings. She admits there’s always something that needs figuring out, and if she needs to learn something new to do it, that’s even better!
Cathleen has a degree in Commerce from the University of Virginia with concentrations in MIS and Marketing. She started her career as a process and change management consultant at Accenture. She found it fun to learn about different industries and new technologies, and felt the best part was helping her clients to be excited and effective in their new work environment instead of scared.
She loves working here because Monument is a small and smart group where she is still using technology to help a business run better. And as before, she feels the best part is working with our clients to help them achieve the life they want and ensuring their Monument Client Experience is something they enjoy and want to share with others.
Cathleen’s family has been growing up! She is getting used to chunks of time as an empty-nester while continuing to spend her free time in the gym, running, reading, walking her dog, and traveling back and forth to Maine for a change of scenery. Cathleen has also been exploring some new service activities related to public health and civic responsibility. There is so much to learn and so much work to be done!
Contact Cathleen to:
- Schedule a meeting or call with the Monument Team
- Gain access, ask questions or give feedback on the Monument Client Portal
- Ask questions about your accounts or statements
- Access funds, transfer cash or wire money
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC (“Monument”)), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.
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Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
