Bio
Cate manages institutional client relationships and is focused on participant research and special projects, specifically analyzing participant behavior, including investments and savings behavior. She also compiles information on retirement and investment industry trends, evaluates findings relative to clientâspecific data, analyzes and interprets industry and clientâspecific data, and develops recommendations based on findings.
Cate graduated from Saint Louis University and holds a B.S. in Business Administration with concentrations in Finance and Accounting.