Caitlin Borton

Chief Operating Officer

Phone: 269-324-0080

Email: info@gasawayinvestments.com

Degree:

• Western Michigan University, Kalamazoo MI
  
• Bachelor of Business Administration
• Major
• Finance with concentration in Financial Planning
• Minor
• Economics
• Business Administration

• Kalamazoo Valley Community College, Kalamazoo MI
  
• Associates of Arts
• Major
• Business Administration

Biography

Caitlin Borton, Chief Operating Officer of Gasaway Investment Advisors is instrumental in shaping the future of the company by managing a team of skilled advisors, overseeing critical operational infrastructure that supports advisor effectiveness and client engagement, ensuring that all processes and systems are optimized for excellence. She is responsible for developing and implementing strategies that align with the company’s long-term vision. By leveraging data-driven insights and industry best practices, she enhances service delivery, streamlines operations, and drives growth.

Caitlin is also dedicated to cultivating a client-centric culture within the organization. She leads initiatives aimed at improving the quality of customer interactions and expanding the range of services provided, ensuring that clients receive exceptional value and support.

With over 17 years of experience in the financial industry, Caitlin holds a degree from Western Michigan University in Finance with a concentration in Financial Planning, along with the Retirement Income Certified Professional (RICP®) designation. This education, along with her leadership and mentorship experience, allows the firm to achieve exceptional performance and growth.

Professional Designations

• RICP® - Retirement Income Certified Professional

Focused Areas

• Visionary Strategy Development and Execution
• Leadership and Collaboration
• Advisor Management and Mentorship
• Operational Strategy and Implementation
• Customer Experience Enhancement
• Client Retention Management
• Service Innovation
• High-Performance Culture