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Carol is a Senior Client Portfolio Manager who works closely with a select group of families and institutions managing investment portfolios. She has more than 35 years of experience in portfolio management of high and ultra-high net-worth and institutional clients and investment analysis.

Prior to joining Cambridge Trust in 2020, Carol was a Senior Vice President, Senior Portfolio Manager, Equity Research Analyst, and member of the Investment Committee at Bryn Mawr Trust in the Philadelphia area. Prior to that, she was a Senior Portfolio Manager with Sageworth Trust Company, a multi-family office in Lancaster, Pa where she managed discretionary assets for ultra-high net worth trust clients and served on the Investment Strategy Committee. She also held a role at Peoples United Bank in Burlington, Vermont as a Vice President, Senior Portfolio Manager and a member of the Equity Research Committee.

Previously, Carol was a Partner and Senior Vice President with Fox Asset Management, a $3 billion registered investment advisor in New Jersey, and subsidiary of Eaton Vance. At Fox, Carol served as a Senior Portfolio Manager and Equity Research Analyst and a member of the firm’s Investment Committee. 

Carol began her investment career at Smith Barney Asset Management in New York City, where she was a Vice President, Portfolio Manager and a member of the firm’s Equity Research Committee.

Carol holds a Master’s in Business Administration in Finance and a Bachelor of Business Administration in Marketing Management from Pace University in New York City. In addition, she earned the Chartered Financial Analyst designation. Carol is a member of the CFA Institute and the CFA Society of Boston.