Cathie Iott Rourke

Vice President, Director of Marketing

"Our team offers a wealth of knowledge, wrapped in compassion for the clients we serve."

Cathie Iott Rourke serves as head of Marketing for CU Trust. Following an extensive career that included managing marketing efforts for a large regional bank, directing efforts for a local credit union, and supporting a variety of financial clients through advertising agencies and her own marketing firm, Cathie joined CU Trust in 2019 to help market and grow what was then a new organization.

“I was very intrigued when I was first introduced to CU Trust. There aren’t many opportunities to play such an integral role in the growth of a unique, new organization that also provides such a valuable service to the community. That’s why I joined the team and that’s why I’m still here.”

Outside of her professional marketing roles, Cathie has helped market non-profits that support the underserved in the Detroit area, through education and other service organizations. She also developed, wrote, and published a book and gift set for individuals facing personal and medical challenges. Cathie holds a bachelor of arts in English from Grand Valley State University.

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Expanded options for legacy planning

Many advisors are noticing an increased interest in next-generation planning. As you encounter clients with larger and more complex estates, there may be more valuable options that would help empower your clients—and ensure an ongoing role for you as an advisor. 

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