Cassie appreciates supporting clients across the full life cycle of a VC fund. Whether funds are in their final harvesting stage or actively building their portfolios, she coordinates accurate and timely investor reporting. After working in large public accounting offices, she especially enjoys the small team, coordinated approach that Meritage offers clients.
Cassie holds a Bachelor of Business Administration in Accounting and her Master of Accountancy from the University of Houston, C.T. Bauer College of Business. Prior to joining the Meritage team, she worked at Grant Thornton, LLP, and KPMG, LLP, working on both corporate and partnership accounts. Thanks to her starting career in the fast-paced restaurant management field, Cassie is a no-nonsense task master who takes great personal satisfaction in meeting client deadlines. As a Texas transplant, she loves being able to participate in all of the low-humidity outdoor activities that Colorado offers.
Canine crush: Tucker, a chocolate Lab, threatens to be bigger than Cassie one day.