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Catherine Valega Phones & Addresses

  • 27 Gateway, Winchester, MA 01890 (781) 721-1019 (781) 721-1638
  • 133 Webster Ave, Cambridge, MA 02141 (617) 864-7677
  • New York, NY
  • Olney, MD
  • 27 N Gateway, Winchester, MA 01890

Education

Degree: High school graduate or higher

Resumes

Resumes

Catherine Valega Photo 1

Cfp, Caia, Lpl Financial Advisor

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Position:
Owner, and Certified Financial Planner at Green Bridge Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Green Bridge Wealth Management since May 2007
Owner, and Certified Financial Planner

Alpha Motives Mar 2004 - May 2007
President

Pioneer Investments May 1999 - Oct 2005
CAIA, VP

Pioneer Investments USA 1998 - 2004
Manager, Investement Communications

Smith Barney 1991 - 1994
Fixed Income Liason
Education:
The Johns Hopkins University 1994 - 1996
MA, International Relations
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 - 1996
MA, Int'l Econ
University of Pennsylvania 1987 - 1991
BA, Economics
University of Pennsylvania 1987 - 1991
a BA; She obtained her Master's, Economics
Skills:
Certified Financial Planner
Chartered Alternative Investment Analyst
Soccer player
Series 7
Investments
Wealth Management
Strategic Financial Planning
Estate Planning
Financial Planners
Alternative Investments
Mutual Funds
Asset Allocation
Investment Management
Financial Services
Series 63
Investment Strategies
Investment Advisory
FINRA
Securities
Asset Managment
Fixed Income
Retirement Planning
Financial Advisory
Interests:
Soccer, both indoor and out. Swiss-American groups. Green technology, and investing.
Languages:
French
Catherine Valega Photo 2

Owner, Green Bridge Wealth Management

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Position:
Owner at Green Bridge Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Green Bridge Wealth Management
Owner

Business Records

Name / Title
Company / Classification
Phones & Addresses
Catherine Valega
Green Bridge Wealth Management
175 Washington St, Winchester, MA 01890
(617) 407-3566
Catherine Valega
Principal
Alpha Motives
Business Services at Non-Commercial Site · Nonclassifiable Establishments
27 N Gtwy, Winchester, MA 01890
Catherine M Valega from Winchester, MA, age ~51 Get Report