Catherine Patrick

Vice President of Investments and Financial Planning
Leadership Team

Catherine Patrick is a CERTIFIED FINANCIAL PLANNERTM professional and provides thought leadership to investments and fee based financial planning at Bluecrest Financial Alliances. She began her career in the financial markets over twenty years ago, working co-op at Fidelity Investments while simultaneously earning her degree in Economics from Texas A&M University.

After building the foundations of her career at NASDAQ and Fidelity, Catherine traveled the country for Milliman, guiding corporate management and employees in investing, budgeting, and retirement planning. 

In 2014, Catherine joined MassMutual Dallas Fort Worth* as a financial advisor and, in 2017, earned her CFP® certification. In 2018 she became the Financial Planning Instructor in the SMU Certificate Program, specifically focusing on investments. 

During her spare time, Catherine enjoys traveling, exploring new recipes, and spending time with her husband, Roger, and their two dogs.

*MassMutual Dallas Fort Worth, which was renamed Bluecrest Financial Alliances in 2020