Designations and Licenses

Carolyn is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA^® Charterholder.

Experience and Education

Carolyn works with clients to provide comprehensive plans and retirement solutions designed to enhance wealth and help clients achieve their goals. Prior to joining Mariner, she worked as a financial analyst and portfolio manager at Bryant & Hamill LLC. Prior to that, she worked as a financial analyst for Sayles LP.

Carolyn has a bachelor’s degree in finance from the University of Massachusetts where she graduated magna cum laude.

Personal Interests

In her spare time, Carolyn spends most of it outdoors. She loves gardening, hiking, running and reading. She also participates in the family brewery business.