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 ClientSarah Ward
Client Service Associate
Private ClientFaiza Jooma
Private Client Senior Relationship Associate
Portfolio ManagementAlex Bowen, CFA
Associate Portfolio Manager
Hi Roberts V, CFA, CPA
Associate Portfolio Manager
Vincent Burke
Senior Advisor
Client ServicePete Hauck
Private Client Relationship Advisor
Private ClientEstie White
Private Client Senior Relationship Associate
Private ClientBryan Carney
Senior Business/ Portfolio Analyst