Cy Cattan

Partner, Managing Director

Cy brings more than 15 years of experience in providing a comprehensive range of investment planning services to clients. As co-founder of Presidio Wealth Partners, Cy primarily serves high net worth families, executives, retirees, and business owners to help them reach their goals for retirement, investment, business succession and estate planning. He specializes in locating private equity deals for high net worth, accredited investors.

Cy is a graduate of Baylor University in Waco, TX with a Bachelor of Business Administration degree in Financial Services and Planning. He earned the Accredited Investment Fiduciary (AIF) professional designation from the Center of Fiduciary Studies, which is associated with the University of Pittsburgh. In addition, he has participated in formal training programs in investment fiduciary responsibility, including the Kingdom Advisors training program that emphasizes helping families to manage their wealth in a biblical manner.

Cy is on the advisory board for Lupe Tortilla restaurants. He is also involved with the Finishing Fund, whose mission is to share the gospel with those who have not heard of it. Cy currently attends Memorial Drive Presbyterian Church.

Cy and his wife, Allison, have two sons, Cole and Carter. His family enjoys bow hunting and fishing in South Texas with friends, family, and clients.