Catherine Sergeant

Regional Director of Operations, Managing Director

Marriottsville, MD

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Work Experience

  • Joined MAI in 2021 after the acquisition of Geier Asset Management where she served as the Director of their Private Client Group for over 10 years
  • 20 years of experience working in different facets of the finance industry; including Accounting, Financial Planning and Wealth Management
  • Enjoys working in a proactive business environment like MAI, where she can see projects through from start to finish and be involved in every step of the process to make sure MAI’s client’s best interests are always at the forefront

 

Life Outside of MAI 

  • Lives outside of Baltimore, MD and enjoys spending time with her husband and 2 children

 

Education

  • Towson University, Bachelor’s Degree in Business Administration and Legal Studies
  • Loyola University, MBA in Management

We look forward to learning about your financial goals.

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