Caitlin (Trentham) Srinivasan

Caitlin (Trentham) Srinivasan joined Lead Advisor, LLC at the start of 2023 bringing a decade of talent acquisition experience.  In addition to identifying talent and helping candidates understand their career options, Cate will help lead the charge for our STREAM platform and assist with growing our “outside industry” channels.  

Cate is very familiar with the wealth management space as her father has been an advisor for 20+ years and she has much of her career attracting talent for financial planning firms.   She has also spent time helping to grow investment banks and other financial institutions with their human capital needs.   Prior to Lead Advisor, LLC, Cate was a senior recruiter for Door Dash. 

Cate is a graduate of the University of Massachusetts and volunteers to help underprivileged students build resumes and networking skills.  She enjoys working out, going to concerts, podcasts, Long Beach Island and Giants football.     She is married and lives in Hoboken, NJ.

Where do you live?

 Hoboken, NJ


 UMass Amherst

Favorite Childhood Toy or Games:


Favorite Restaurant:  (I don’t mean chain unless you LOVE a chain- put place and location)


Favorite Meal:


Favorite Drink:

 Red Wine

Favorite Month:


Favorite Show:

 Anything on Bravo

Favorite Movie:


Favorite Sports Team:

 NY Giants

Favorite Musicians/Band:


Favorite Podcast or Blog:

 The Daily, Not skinny but not fat

Best Vacation:

 Any place tropical or with a beach

Favorite Charity:

 Children with hair loss

Favorite Fictional Character:

 Harry Potter

Ideal Weekend Day Looks Like….

 Workout class, Beach, and/or Concert


 Similar to above: working out, podcasts, cooking healthy recipes

Favorite Quote:

 Everything happens for a reason

Best piece of feedback you have ever received:

 Focus on what you can control

Why Lead Advisor, LLC?

 I get to do what I love every single day, help people find a new or better opportunity. And get a second chance to be mentored by Eddy Ricci!

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