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.