The Catanella Institutional Consulting Team is a highly experienced and reputable wealth management group based in Philadelphia, PA. With over 30 years of investment experience, their team of Certified Investment Management Analysts (CIMA) provides quality strategies customized to meet the unique needs of their clients. They offer a comprehensive platform of industry-leading corporate services and solutions, specializing in developing long-term relationships and delivering customized benefits plans for organizations.
As a member of UBS Financial Services, Inc. and the UBS Institutional Consulting Group, the Catanella Institutional Consulting Team has received industry recognition for their expertise and commitment to client service. Their mission is to be the primary source of financial advice for their clients, helping them pursue their goals and achieve financial success both now and in the future.
Generated from the website