Lisa M. Cathcart was promoted to Senior Vice President of Lisle, Illinois-based Arboretum Wealth & Trust Management (AWTM) by its board of directors. AWTM is the trust and asset management division of GreatBanc Trust Company. Lisa Cathcart joined Arboretum Wealth & Trust Management in 2016. She also currently serves as Senior Personal Trust Officer. Her extensive background in personal trust administration, taxation, and operational excellence is a tremendous asset to Arboretum Wealth and Trust Management.
Prior to joining Arboretum Wealth, she served as Senior Trust Administration Manager for BankFinancial National Bank, and she was responsible for administering and developing the trust services offered. Prior to that, Ms. Cathcart served as Trust Officer for Downers Grove National Bank, in Downers Grove, IL, after moving up through the positions of Trust Associate and Trust Operations Manager at the same firm.
Ms. Cathcart holds a bachelor of science in finance and management from the University of Illinois at Chicago. She has also attended Cannon Financial Institute for more specialized education in the personal trust area. She earned the ICB Certified Trust and Financial Advisor (CTFA) certification and the Accredited Fiduciary Investment Manager (AFIM) certification.
Outside of the office, Ms. Cathcart has been a volunteer for the American Cancer Society for more than 20 years, and has also been a team captain for the ACS Relay for Life event, which has raised several million dollars for cancer research.
