Designations and Licenses

Carolyn holds the Certificate of Investment Performance Measurement designation.

Experience and Education

Carolyn is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports and conducting trustee education on a wide range of investment topics. She also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Carolyn acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Carolyn may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner, Carolyn worked at Cardinal Investment Advisors. Before that, she worked at Summit Strategies Group in both research and performance reporting.

Carolyn holds a BSBA from the University of Missouri and an MBA from Maryville University.

Personal Interests

Away from the office, Carolyn serves on the Archdiocese of St. Louis Investment Committee as well as the St. Joseph’s Academy Board of Directors and Investment Committee. She is also a founding member of St. Louis Women in Investments.