Catherine Perone

Client Service Associate

Catherine Perone is a Client Service Associate for Cary Street Partners in the Summit, New Jersey office. Catherine is responsible for investment administration and client support. Prior to Cary Street Partners, Catherine worked as an Advisor Assistant for Wealth Planning Advisors. She has held various management-related positions, equipping her with excellent organizational and analytical skills.


  • Wealth Planning Advisors, Advisor Assistant
  • GLAD Logistics, Transportation Operations Manager
  • Honeywell International, Benefits Analyst


  • Fairleigh Dickinson University, MBA, Human Resources Management and Services
  • DePaul University, BA, Geography