Making money shouldn’t be just for the rich. Catherine Berman, a serial entrepreneur and former managing director at Charles Schwab, wanted to create financial products for everyone, not just the wealthy few. She teamed with Yuliya Tarasava, who had decades of experience creating financial products on Wall Street. Together, they founded CNote.Mike Ivancie
Woman investing via CNote.
They particularly wanted to serve women and millennials, who tend to be “over-savers,” putting a higher proportion of their investment portfolio in savings rather than the stock market, Berman explained. She is CNote’s CEO.