Catherine Bock is a Portfolio Specialist supporting advisors and their clients by equipping decision-makers with analysis and insight to drive positive outcomes over the long term.

She provides portfolio analysis and financial planning support, incorporating tax optimization and charitable planning strategies. She conducts detailed financial and tax analysis for clients enabling advisors to align investment, tax and charitable strategies with long-term financial objectives. Catherine supports planning conversations by translating complex financial planning concepts into well-defined insights to support informed decisions.

Catherine has been with SEI since 2016 and brings extensive experience supporting tax and charitable planning. Prior to joining SEI, Catherine worked as a Portfolio Management Analyst at Hirtle Callaghan & Co, where she worked with the firms institutional clients gaining knowledge in investment analysis and portfolio strategy.

Catherine holds the Certified Financial Planning (CFP®) Designation. Catherine graduated from Millersville University with a Bachelor of Science in Business Administration and she received her Master of Business Administration from LaSalle University.