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Catherine Farley

Chief Executive Officer, FinServices C-Suite Solutions, LLC

 

Catherine founded FinServices C-Suite Solutions in 2025 to guide family offices and RIA firms with their strategic initiatives, and foster innovation in financial technology. Catherine has been a leader in the wealth management industry for more than 20 years, and is currently serving as a fractional Chief Strategy Officer for High Meadow Solutions, focusing on AI and technology in wealth management. 

 

Previously, Catherine served as the chief administrative officer and chief financial officer for Oxford Financial Group, Ltd, where she oversaw technology, finance, compliance, client service, operations, and private market services. Prior to joining Oxford, Catherine served as executive vice president and chief operating officer at OBS Financial Services in Perrysburg, Ohio. In that role, she was responsible for leading strategic initiatives, compliance, finance, human resources, information technology, client service and operations.

 

Catherine graduated from the University of Michigan Ross School of Business with a Bachelor of Business Administration, emphasis in accounting. She went on to complete the Securities Industry Institute (SII) Wharton/SIFMA three-year leadership program. She was a former Allied Member of the New York Stock Exchange, has a Series 65 license and holds a CPA certification (inactive).

 

Years of service: 2020-2022

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