Caitlin Ferry, CFP®
Caitlin Ferry is a Relationship Manager in the Philadelphia office. In this role, she serves as the trusted advisor to ultra-high-net-worth individuals and their families for their investing, banking, and wealth planning needs.
Prior to joining the firm in 2014, Caitlin was an Investment Counselor at Citi Private Bank. She serves on the board of trustees at Project HOME and chairs its investment committee. Caitlin is a graduate of the University of Pennsylvania.