Cate Jacobson
Client Service Analyst
As a Client Service Analyst at Gresham, Cate plays a key role in supporting the Client Service Team. She collaborates closely with Associates, helping to ensure the efficient management of client accounts.
Since joining Gresham in 2025, Cate has been an integral part of assisting with a wide range of tasks including client relationship management, facilitating investment transactions, and managing important client paperwork to ensure everything runs seamlessly.
Cate graduated from Indiana University’s Kelley School of Business, where she majored in Finance and International Business and minored in Spanish. Before joining Gresham, she gained valuable experiences through her internship in private equity real estate and her internships abroad in two different countries.
Outside of work, Cate is passionate about traveling, loves attending concerts, and exploring new restaurants.
Education Background
- B.S. in Finance and International Business from Indiana University-Kelley School of Business, minor in Spanish
