Carolyn has more than 30 years of experience in the investment industry of which 20 is as an Institutional Consultant. She consults to institutions, high-net-worth individuals and families globally. She advises and educates clients using a structured investment process incorporating investment policy development, asset allocation, manager selection and due diligence, and performance measurement.
Formerly, Carolyn served as one of the principal consultants at the Atlanta Consulting Group, directly advising on over $3 billion in assets.
She holds the professional designations of Certified Investment Management Analyst and Certified Financial Planner™ practitioner. She graduated from the University of Florida with a Bachelor of Science degree in Finance. She is a member of the Financial Planning Association as well as the Financial and Wealth Institute.
Carolyn is actively engaged in her community. Among her numerous philanthropic endeavors, she had previously served on the Board of Directors for Cool Girls and Mostly Mutts.