Catherine Burr is an experienced finance professional currently serving as a Partner at Umbra Capital Partners since November 2020. Prior to this role, Catherine held multiple positions at UBS from March 2005 to April 2020, including Executive Director, where responsibilities involved advising ultra high net worth clients on complex investment and wealth planning needs, managing teams, and providing support in the high-net-worth client segment. Catherine also gained foundational experience as a Sales Assistant at Lehman Brothers and Charles Stanley & Co. Limited between 1997 and 2005. Catherine's educational background includes credentials from The Chartered Institute for Securities & Investment (The CISI).
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