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Carolyn joined RegentAtlantic in the Fall of 2016 as Wealth Strategist. In this role, she is responsible for new business development, working with individuals, families and in close collaboration with the Firm‘s Wealth Advisors. Carolyn has many years in the investment and financial services industry as a portfolio manager with New York-based firms such as Morgan Stanley, Citibank, and Fiduciary Trust where she worked with high net worth individuals and institutional accounts. Previously, Carolyn was a Wealth Director for BNY Mellon Wealth Management focusing on how investment and wealth management capabilities could help individuals and families achieve their overall financial goals. Carolyn possesses extensive investment knowledge around the securities industry, including equities and fixed income securities, mutual funds and alternative investments. With more than ten years as a portfolio manager specializing in equities, Carolyn is able to leverage her extensive portfolio management knowledge when working with prospective clients. As a relationship manager, Carolyn focused on women and investing, corporate executives, business owners, and foundations and endowments.
Carolyn serves on the Board of Trustees of the Susan G. Komen North Jersey Foundation and also on the Board of Trustees of the Newark Arts Council. She has a MBA in Finance and Marketing from New York University Stern School of Business, and her BA in International Affairs from The George Washington University. Carolyn’s interests include fitness, travel and interior design.