Catherine Bernice Young
Portfolio Manager-Equities at Capital Advisors, Inc. (Oklahoma)
Profile
Ms. Catherine B.
Young is a Senior Vice President & Wealth Advisor at Capital Advisors, Inc. (Oklahoma).
She focuses on wealth management and client service at Capital Advisors.
She joined the firm in 2014 with over 25 years of experience in the financial services industry.
She attended the University of Tulsa after having completed two enlistments in the United States Marine Corps.
Catherine Bernice Young active positions
| Companies | Position | Start |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Portfolio Manager-Equities | 2013-12-31 |
Training of Catherine Bernice Young
| The University of Tulsa | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Finance |
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