Catherine Dorazio

Wealth Advisor - Advising Representative at Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Catherine Dorazio has a diverse work experience spanning multiple industries. Catherine started their career in the snowboarding industry, representing Canada as a professional athlete in freestyle snowboarding. Catherine then co-founded Concierge Investing and worked as a discretionary portfolio manager. Later, they joined Raymond James as an Associate Portfolio Manager before eventually moving on to Connor Clark & Lunn Private Capital. At Connor Clark & Lunn, Catherine held various positions, including Vice President & Investment Counselor and Managing Director, Business Development. In these roles, they provided investment solutions to affluent clients and was responsible for recruitment and leading a team of investment professionals.

Catherine Dorazio has a diverse education history. Catherine first attended Monash University from 2001 to 2002, where they pursued an MBA with a focus on Finance & Negotiations. Catherine then enrolled in Boston College from 2002 to 2003 and obtained a second MBA, this time specializing in Finance. In 2011, Catherine Dorazio attended the UBC Business Families Centre, completing the Family Enterprise Advisor Program (FEAP). Additionally, from 1995 to 1999, they studied at the University of Victoria and received a Bachelor of Commerce (B.Comm.) degree with a major in Marketing.

Location

Vancouver, Canada

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Connor, Clark & Lunn Private Capital Ltd. (CC&L)

As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that aligns our interests with our clients'. Using an outcome-orientated approach, our experienced and dedicated Wealth Advisors strive to construct personalized, tax-efficient portfolios investing in traditional and alternative assets. We founded the firm over twenty-five years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth. Connor, Clark & Lunn Private Capital Ltd. is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms.


Headquarters

Toronto, Canada

Employees

51-200

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