View in portrait for best experience

Catherine Avery

Client Service Manager

Catherine Avery takes a personal approach when assisting clients as a Client Service Manager for the Berry Machnowski Team at Moneta. She strives to deliver the best service possible for every client she engages.

Catherine came to Moneta with a wealth of knowledge in accounting and client support from more than 25 years of experience for software companies – with her longest serving role at IBM. She was excited about her transition to the financial services industry at Moneta because she could immediately see how much her colleagues care about their clients. She looks forward to providing clients similar “raving fan service” with the same level of care and dedication to making a difference.

Catherine and her husband live in West Boylston, MA. On weekends they love to spend time outside, whether that is at the beach, in the mountains, playing cards and board games, or traveling back to their hometown in the Berkshires. They always enjoy an opportunity to serve as the officiants in weddings, and their most cherished time is spent with their two adult sons, daughters-in-law, and three grandchildren.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Third Quarter Investment Report – 2025

Third Quarter Investment Report – 2025

October 10, 2025

Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...

Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

VIEW ALL ARTICLES

Let’s make every moment count together…