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.
Before joining Gresham, Cate gained valuable experience through an internship in private equity real estate, as well as internships abroad in two different countries.
Outside of work, Cate enjoys traveling (her favorite trip to date was one to Japan), attending concerts, and exploring new restaurants.
Education Background
- B.S., Finance and International Business, Indiana University
