Catherine Banat serves as the Institutional Portfolio Manager for Access Capital, RBC Global Asset Management’s fixed income impact investment strategy that focuses on helping underserved communities. This place‐based fixed income strategy allows investors to target low‐to‐moderate income families and neighborhoods. As the Institutional Portfolio Manager, Catherine’s responsibilities include business development and client service, ensuring that investment solutions are implemented based on each client’s customized impact requirements. Prior to joining RBC, Catherine managed strategic initiatives, risk and compliance for the New York City Retirement Systems, a $150 billion public pension plan, where she also researched, developed and implemented the strategic plan for the Economically Targeted Investment program of the Systems, directing investments to New York City.
Catherine has dedicated her career to the financial services industry and has held senior level positions at various firms including, Goldman, Sachs & Co., JP Morgan, Paloma Partners, C3 Capital, and Lehman Brothers. She earned a BA in History and a BSE in Management from The University of Pennsylvania and the Wharton School, as well as an MBA in Finance from Columbia University. Catherine holds FINRA Series 7 and 63 licenses.