Catherine Carnegie joined Sage Rutty in 2013 as a Financial Services Associate. With over 29 years in the Financial Industry, Cathy has a depth of knowledge that she utilizes while assisting her advisors, and provides excellent service to clients.  She graduated from Monroe College, New Rochelle NY, where she obtained her Cum Laude Associates Degree in Business Administration. Cathy holds a FINRA Series 11 license, a Para-Planner designation and is also a Notary Public.  Catherine is very family oriented and spends a lot of time with her niece, Rachel and her son Jonathan (a CUSE Alumnus).

Catherine Carnegie, FPQP™

Registered Financial Services Associate

585-512-2335

Catherine Can Help You With:

•    Money Market Balances
•    Account values & asset transfers
•    Cost basis information
•    Address & Beneficiary Changes
•    Questions regarding statements
•    Questions regarding tax forms