Catholic Investment Services Inc

Catholic Investment Services, Inc. is a small Delaware-based firm with a team of four employees, two of whom work in advisory positions. The company serves a single client and boasts an SEC approval status, which it acquired on April 21, 2015. As its name suggests, Catholic Investment Services is focused on providing investment services that align with Catholic values.

• CHARLES INGALLS CLOUGH

  TRUSTEE owns less than 5%

• JOHN JOSEPH BRENNAN

  CHAIRMAN AND TRUSTEE owns less than 5%

• PETER CLIFFORD JETON

  VICE-CHAIRMAN owns less than 5%

• SCOTT CHARLES MALPASS

  SECRETARY AND TRUSTEE owns less than 5%

• TERRY ANNE WETTERGREEN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• THOMAS EDWARD LANCTOT

  CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER AND TRUSTEE owns less than 5%

• STATE STREET BANK AND TRUST COMPANY
  United States

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