CATHERINE FLANAGAN FORTUNA is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with THE MATHER GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE MATHER GROUP, LLC | 2024-11-26 | present | Yes |
| KOVITZ INVESTMENT GROUP, LLC | 2012-02-24 | 2015-06-05 | — |