Cathy Bailey
Director of Advisor Relations
Cathy is a financial services veteran with over 30 years of experience in the financial advisory business. She began her career at Weber, Hall, Sale & Associates in Dallas, an independent broker/dealer and boutique investment management firm. Cathy has held positions of increasing responsibility in relationship management, operations and sales positions in the industry, most notably rising through the ranks to Vice President while working for eleven years at Deutsche Bank Alex. Brown, eight of which were as an associate in Dallas and three at Corporate Headquarters in Baltimore as a NASDAQ liaison trader.
In 2004, Cathy joined SummitAlliance Investment Group (later becoming Argentus Capital Management) in Dallas making her initial foray into the RIA world. She began as Relationship Manager, moving up to Regional then Senior Vice President of Sales, where she focused on recruiting and onboarding advisors entering the independent arena. It was there that she first developed her special talent for facilitating the entry of large institutional advisors into the independent world.
Recruited to TD Ameritrade Institutional in 2013, Cathy served as Team Manager for Institutional Sales and Business Support. Where her role involved assisting advisors on the path to independence. Her sensitivity and effectiveness with people in that role, complementing and exemplifying her service as a community volunteer led her to being selected to participate in TD Ameritrade’s nationally recognized marketing campaign, “Meet the Humans Behind Human Finance.” In late 2015, Cathy joined newly formed RIA Castleview Partners, LLC as Vice President – Director of Operations and Trading, a role in which she served until joining ORG Partners in April 2021.
Cathy attended the University of Kansas and Southern Methodist University School of Law. She has held numerous securities licenses during her career, currently maintaining her Series 66 with ORG Partners. Cathy is most passionate about her volunteer work with Rays of Light Dallas, an organization serving special needs children in the DFW community (raysoflightdallas.org). Cathy loves animals, cooking, and good wine, and she has a special fondness for spending time each summer in Big Sky, Montana.