Our Team

Mark S. Catrabone, AIF®

Partner/Registered Securities Principal/Financial Advisor

mark@ccwealthmgmt.com

Certifications, Registrations, and Licenses:
Accredited Investment Fiduciary®
FINRA Series 7, 63, 65, 24
Licensed for Life, Health, LTC & Variable Insurance

Business Experience:
2005 – Present
Catrabone, Catrabone & Associates
Erie, PA

1993 – 2005
Ameriprise Financial Services, Inc.
Erie, PA  

Education:
Penn State University
Bachelor of Science

Matthew J. Catrabone, AIF®

Partner/Registered Securities Principal/Financial Advisor

matt@ccwealthmgmt.com

Certifications, Registrations, and Licenses:
Accredited Investment Fiduciary® 
FINRA Series 7, 63, 65
Licensed for Life, Health, LTC & Variable Insurance 

Business Experience:
2005 – Present
Catrabone, Catrabone & Associates
Erie, PA

1998 – 2005
Ameriprise Financial Services, Inc.
Erie, PA 

Education:
Penn State University
Bachelor of Science

Lawrence J Amenta

Investment Advisor

Larry@ccwealthmgmt.com

Certifications, Registrations, and Licenses

  • Series SIE, 6, 7, 63, and 66.  
  • Life and Fixed Annuities

Business Experience

  • 1991-1996 IDS Erie, PA. 
  • 1996-2020 Cuna Mutual Erie , PA  
  • 2020 - present Catrabone, Catrabone & Associates.  

Education

  • Gannon University 
  • Bachelor of Finance

Christine Bonner

Christine joined Catrabone, Catrabone & Associates in 2009 and has more than 30 years experience in the financial industry.  Christine started her career with Wheat First Securities and continued on to work at Wealthcare Capital Management in Richmond, Virginia.  She later returned to her home state of Pennsylvania and joined our firm.  Christine is a graduate of Jamestown Business College and attended University of Pittsburgh - Titusville.

James Kennedy

Client Service Specialist

814 835-8333

james@ccwealthmgmt.com

James Kennedy

A Pennsylvania native, James earned his bachelor’s degree in finance with a minor in Economics from Gannon University, where he was the President of the Student Investment Trust. After graduating, he started his career with Olympus Wealth Partners in Cleveland, Ohio. James joined Catrabone, Catrabone & Associates in 2024 and he has over 6 years’ experience in the financial industry. In his spare time, he enjoys outdoor activities, physical fitness, and playing musical instruments.