Kim Segal, CFP®

Kim is a co-owner at Catalyst Investment Management and has been with the firm since 2019. She has an extensive background in the financial industry with a strong passion for maintaining long-term relationships with her clients. With her financial planning acumen and investment management wisdom, Kim has helped dozens of individuals mitigate the risks that can negatively impact their financial goals.

Kim’s financial career began at Fidelity shortly after graduation, and most recently she worked at LPL Financial before joining CIM. She also worked for 16 years at Charles Schwab, where she held various roles including Financial Planner, Vice President, and Financial Consultant. Kim was a key contributor in designing Charles Schwab’s Equity Compensation Consultation. She has also been a frequent presenter at Charles Schwab seminars and is a recurring guest on local radio shows and written media interviews. Kim received a Bachelor of Science from Boston University in 1992 and obtained her CFP® designation in 1999.

Kim lives in Norwell, MA, with her daughter, who is in college, and her son, who is in high school. During her free time, she enjoys spending quality time with her children, running, cooking, and skiing.

 

Nick Shea

Nick first started reading The Wall Street Journal while in high school at Phillips Exeter Academy. He bought his first stocks while a sophomore in college, creating a diversified portfolio of four common stocks. He continues to be a voracious consumer of financial news, which he seeks to apply to the benefit of all his clients and their investment holdings. Nick has led large teams at major financial services companies and has now taken a special interest in helping seniors navigate the labyrinth that is Medicare.

Nick became a licensed stockbroker in 1984 and served most of his early career at the former Dean Witter, now Morgan Stanley. He also spent time working for a fixed income house on Wall Street, which was quite enlightening as he was there during the stock market crash of 1987. Eventually, Nick’s career path brought him to Charles Schwab, where he worked as an Investment Consultant, Branch Manager, and Product Developer. As a Learning and Development Director, he created and delivered the branch management leadership program for the entire branch network. He graduated from Occidental College with a Bachelor of Arts in Political Science, which led to an International Fellowship from Occidental, where he studied comparative economic development in Scotland and the former Yugoslavia. He later furthered his education by earning an MBA at the University of Notre Dame.

As the Founder and Co-owner of Catalyst, Nick believes in giving back to his community. He belongs to the Knights of Columbus and the Greater Salem NH Rotary Club. He is involved with civic activities, serving as an elected member of the Windham Zoning Board of Adjustment. He is also a full and active member of the Windham Economic Development Committee.

 

Tom McEnaney, CFP®

Tom McEnaney is a co-owner of Catalyst Investment Management. He holds the CFP® credential, so he offers his clients key insights and value through the financial planning process. He has a unique ability to successfully navigate through many complex situations. Tom is a portfolio manager for clients spread across multiple states, and he is an active member of CIM’s Investment Management committee that determines investment strategy for our firm. 

Tom first became a licensed securities broker in 1986 and began his career at what was then Dean Witter, now Morgan Stanley. It was at Dean Witter that Tom first met Nick Shea. They became friends and enjoyed conversations about stocks and investment strategies. 

Before joining CIM, Tom worked for Charles Schwab & Co., Fidelity Investments, and Maine Financial Advisors. He has served in various roles throughout his career, including as a VP in The Private Client division at Fidelity and as a co-owner of Maine Financial Advisors. He graduated from the University of Maine with a Finance degree. 

Tom is a long-time resident of Maine. When he’s not working, Tom enjoys spending time with his friends and family in the great outdoors. Tom’s love and passion for the outdoors inspired him to become a Registered Maine Guide, which allows him to lead people on outdoor adventures safely while maximizing their experience.