Catherine Lee Dunn
Investment adviser representative at Cavanal Hill Investment Management, Inc.
10 yearsExperience
48 statesRegistered in
$15.2BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Cavanal Hill Investment Management, Inc.Jun 2025 to now
- Cavanal Hill Distributors, Inc.Oct 2022 to now
- U.S. BankApr 2021 to Sep 2022
- State Street Bank and TrustOct 2016 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 48 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV).
Cavanal Hill Investment Management, Inc.
$15.2BAssets managed
3Clients
31Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2595652
- Firm CRD
- 110774