Catherine Callaghan Gormley
Investment adviser representative at Mai Capital Management, LLC
12 yearsExperience
1 stateRegistered in
$52.1BFirm assets
26 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Mai Capital Management, LLCNov 2025 to now
- UBS Financial ServicesSep 2021 to Nov 2025
- High Availability Inc., a Cdi CompanyFeb 2020 to Oct 2021
- Randstad USANov 2018 to Jan 2020
- UnemployedMay 2018 to Nov 2018
- ReachmdSep 2017 to Jan 2018
- Select Greater PhiladelphiaMay 2017 to Aug 2017
- Villanova University Office of Fraternity and Sorority LifeJan 2015 to May 2018
- Villanova UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mai Capital Management, LLC
$52.1BAssets managed
16,261Clients
306Advisers
26 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
- 7034061
- Firm CRD
- 109807