Catherine Reese, financial advisor Wayne PA
93 score

Catherine Reese

CRD Number: 2006207
Current Firm: Hillview Capital Advisors, LLC

Catherine Reese (CRD# 2006207) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in Wayne, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Hillview Capital Advisors, LLC Radnor, PA Aug 2012 - Current 4
Unemployed Newtown, PA Jan 2012 - Aug 2012 < 1
Nuveen Asset Management, LLC Chicago, IL Sep 2011 - Dec 2011 < 1
Nuveen Asset Management Chicago, IL Jan 2009 - Sep 2011 2
Rittenhouse Asset Management, Inc. Radnor, PA Jun 2004 - Dec 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for Catherine T. Reese
Phone Number: 484-708-4720
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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