About Caroline
Caroline is a Wealth Advisor at Focus Partners Wealth, where she partners with clients and their families to help them define and achieve their financial goals. She provides guidance across investment management, financial planning, and asset allocation.
With more than 30 years of experience in the financial markets, Caroline brings deep knowledge and perspective to her work. She joined Focus Partners through its merger with GYL Financial Synergies, where she served as a Wealth Advisor. Earlier in her career, she spent many years at Iridian Asset Management as a senior equity and derivatives trader.
Outside of work, she enjoys cooking, baking, traveling, golfing, boating, and spending time with her husband, three children, and friends.
Education and Professional Milestones
-Bates College - bachelor’s degree in economics
Caroline is a Wealth Advisor at Focus Partners Wealth, where she partners with clients and their families to help them define and achieve their financial goals. She provides guidance across investment management, financial planning, and asset allocation.
With more than 30 years of experience in the financial markets, Caroline brings deep knowledge and perspective to her work. She joined Focus Partners through its merger with GYL Financial Synergies, where she served as a Wealth Advisor. Earlier in her career, she spent many years at Iridian Asset Management as a senior equity and derivatives trader.
Outside of work, she enjoys cooking, baking, traveling, golfing, boating, and spending time with her husband, three children, and friends.
Education and Professional Milestones
-Bates College - bachelor’s degree in economics