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Biography

Caroline is a Senior Associate in the New York office. She is responsible for supporting wealth advisors in providing advice to high-net worth clients as well as assisting with day-to-day needs of clients.

Prior to joining Cerity Partners, Caroline was an associate at a large national wealth management firm formerly known as KLS Advisors.

Learn more about my practice.

Education

  • B.S. in Mathematics and Economics from Union College

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