# CATHOLIC INVESTMENT SERVICES, INC.

CATHOLIC INVESTMENT SERVICES, INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 172467
- Type: SEC-registered investment adviser
- SEC file number: 801-88187
- Location: 200 STATE STREET, 13TH FLOOR, BOSTON, MA, 02109
- Phone: 617-758-6588
- Latest filing: 2026-06-29
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 6
- Accounts: 8

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| Andrew Paul Chica | CHIEF COMPLIANCE OFFICER | Raleigh, NC |
| Dixon R Doll | TRUSTEE | Menlo Park, CA |
| Scott Charles Malpass | CHAIRMAN AND TRUSTEE | — |
| John Joseph Brennan | TRUSTEE | — |
| Thomas Edward Lanctot | TREASURER AND TRUSTEE | — |
| Paul Schott Stevens | TRUSTEE | — |
| Paulita Pike | TRUSTEE | — |
| David Louis Taiclet | TRUSTEE | — |
| Irene Mary O'Neill | TRUSTEE | — |
| Timothy Raymond D'Arcy | CHIEF EXECUTIVE OFFICER AND PRESIDENT | — |
| CLOUGH CHARLES INGALLS | TRUSTEE | — |
| BRENNAN JOHN JOSEPH | CHAIRMAN AND TRUSTEE; TRUSTEE | — |
| WETTERGREEN TERRY ANNE | CHIEF COMPLIANCE OFFICER | — |
| PAYDEN JOAN ANN | TRUSTEE | — |
| DOLL MARY R | TRUSTEE | — |
| CHICA ANDREW PAUL | CHIEF COMPLIANCE OFFICER | — |
| MALPASS SCOTT CHARLES | CHAIRMAN AND TRUSTEE; SECRETARY AND TRUSTEE | — |
| SCAVETTI JOSEPH JULIAN | CHIEF COMPLIANCE OFFICER | — |
| JETON PETER CLIFFORD | CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER AND TRUSTEE; VICE-CHAIRMAN | — |
| LANCTOT THOMAS EDWARD | CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER AND TRUSTEE; TRUSTEE | — |
| AMWEG ROBERT FREDERICK | CHIEF COMPLIANCE OFFICER | — |
| RABIAS FRANCES | CHIEF COMPLIANCE OFFICER | — |
| JETON PETER C | CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER AND TRUSTEE | — |
| TAICLET DAVID LOUIS | TRUSTEE | — |
| DESCOTEAUX DIANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172467/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172467/similar
- Related entities: https://search.stillhousedata.com/firm/172467/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172467

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.