About Catherine

Catherine Mendoza is a Client Associate with J.P. Morgan Wealth Management.

As a member of the Sutherland team, she provides operational and administrative support for highnet-worth individuals and endowments and foundations. Catherine's responsibilities include operational and administrative duties along with executing trades, fund transfers.

Catherine has a reputation for managing day-today activities in a steady and experienced manner.

Catherine graduated from Holy Family Academy with a major in Math. With over 20 years of experience in financial services, she began her career at Bear Stearns as a Syndicate Coordinator and Registered Sales Assistant, then moved to Chicago Operations manager position before joining the Sutherland team.

She holds FINRA Series 7, 63, 66 licenses.

Catherine lives in Chicago with her husband, Fausto, and enjoys spending time with her family and friends. She has two grown children, along with two grandchildren.

Insights

Family Legacy

What to do with inheritance money: Managing cash, securities and gifting strategies

October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
Markets and Economy

A shortage of supply: The housing market explained

October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
Markets and Economy

'Liberation Day' in retrospect: 6 things that surprised investors

October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.