Caitlin is a senior accounting analyst on the firm’s accounting and finance team.
Education
- Troy University, MS (2013)
- Appalachian State University, BA (2009)
Community Involvement
- Family Mentor, International Rescue Committee
Colleagues
Private ClientMiranda Dover, CTFA
Private Client Relationship Advisor
Private ClientQuinn Straayer
Private Client Relationship Advisor, Family Office
LeadershipCraig Standish
Head of Boston Office, Co-Head of Strategic Advisory
Portfolio ManagementDavid G. Ely, CFA
Portfolio Manager
Jon Jester
Portfolio Manager & Carolinas Operating Officer
Michael Gaughan, CFA
Portfolio Manager
Greta Meytin
Private Client Relationship Advisor
Private ClientAngelina Choi
Portfolio Analyst