
Education
B.A., Cleveland State University
affiliation
Cleveland Estate Planning Council
Lake Health Foundation Planned Giving Professional Council
Wealth Administrator, Officer
Catherine Mekker, CTFA
Cathy Mekker, CTFA, is a Wealth Administrator in Glenmede’s Ohio office. In this role, she is responsible for trust, investment and retirement account administration for Glenmede’s Private Wealth clients. She works in partnership with investment, tax, and wealth planning colleagues to understand client goals, provide tailored guidance, and ensure wealth management goals are fulfilled.
Ms. Mekker has held several positions of increasing responsibility in client service and relationship management while at Glenmede. Prior to her current position, she was a Management Associate responsible for advanced client support for senior Wealth Advisory and Investment professionals, and she started her career with Glenmede as a Business Development Associate.
Prior to joining Glenmede, Ms. Mekker gained deep experience in trust administration and client service while at Key Bank in Cleveland, Ohio.
Ms. Mekker holds a Bachelor of Arts degree in communication from Cleveland State University. She also holds the Certified Trust and Financial Advisor designation as a graduate of Cannon’s Fiduciary Administration Program and Trust School.
Ms. Mekker is a member of the Cleveland Estate Planning Council and the Lake Health Foundation Planned Giving Professional Council.
Education
B.A., Cleveland State University
affiliation
Cleveland Estate Planning Council
Lake Health Foundation Planned Giving Professional Council