Chuck Cattano Email & Phone Number
Managing Principal, Executive Director of Wealth Management and Family Office Services @ Occidental Asset Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Chuck Cattano Location
- Burlingame, CA, US
Chuck Cattano Work
- 2013 -now Managing Principal, Executive Director of Wealth Management and Family Office Services @
- 2001 -2013 President and CIO @ ACC Investment Management, Inc.
- 2000 -2000 Sr. Product Marketing Manager @ Achex
- 1999 -2000 Sr. Product Marketing Manager @ OneDemocracy.com
- 1994 -1999 Associate Vice President @
- 1993 -1994 Director of Sales @ Nobel Farms
- 1992 -1993 Regional Sales Manager @
- 1991 -1992 Corporate Risk Manager @
Chuck Cattano Education
- Investments & Wealth Institute
Global Financial Planning Essentials Certificate
2026-2026 - Creighton University's Heider College of Business
Certificate in Financial Psychology & Behavioral Finance (Financial Psychology & Behavorial Finance)
2016-2017 - Saint Mary's College of California
Executive MBA with Honors (Advanced Finance, Marketing)
1998-1999 - University of California, Berkeley
BA (Sigma Chi, 3 Years at Student Union Building as Building Manager, 1 Year Info Desk)
1985-1989 - Rio Mesa High School
(ASB/Student Government, California Scholarship Federation President, 4 Years Varsity Tennis)
Chuck Cattano Skills
- Asset Management
- Risk Management
- Investment Management
- Investments
- Investment Advisory
- Strategic Financial Planning
- Strategic Planning
- Retirement Planning
- Financial Planning
- Portfolio Management
- Wealth Management
- Alternative Investments
- Venture Capital
- Hedge Funds
- Real Estate
- Cross-functional Team Leadership
- Entrepreneurship
- Strategy
- CRM
- Mergers & Acquisitions
- Equities
- Trading
- Customer Service
- Microsoft Excel
- Cross Functional Team Leadership
- Mergers and Acquisitions
- Public Speaking
- Community Outreach
Chuck Cattano Summary
- Chuck Cattano, based in Burlingame, CA, US, is currently a Managing Principal, Executive Director of Wealth Management and Family Office Services at Occidental Asset Management, LLC (OCCAM). Chuck Cattano brings experience from previous roles at ACC Investment Management, Inc., Achex, OneDemocracy.com and Morgan Stanley. Chuck Cattano holds a 2026 - 2026 Global Financial Planning Essentials Certificate @ Investments & Wealth Institute. With a robust skill set that includes Asset Management, Risk Management, Investment Management, Investments, Investment Advisory and more. Chuck Cattano has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Chuck Cattano?
Find contact details for 700 million professionals.
Top Occidental Asset Management Employees
Manny Ortiz
Managing Partner
Orlando, FL, US
Nick Maratta
Managing Partner
Altamonte Springs, FL, US
John Wilbourne
Managing Partner
Bellevue, WA, US
Dawn Reublin
Vice President Operations
Orlando, FL, US
Geovanni James
Financial Planner
Orlando, FL, US
Andrew Stevenson
Client Service Associate
Orlando, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co