Caroline helps our clients through portfolio management by executing securities transactions and conducting research and portfolio analysis of firm investment models to ensure maximum returns and created the firm’s alternative investments platform.
She has supported the closing of $500 million of C-PACE transactions at her previous employer, Petros PACE Finance. Caroline achieved University Honors all years of college. She holds a Bachelor of Business Administration in General Finance from the University of Texas at Austin, with a Minor in Management Information Systems.
Caroline enjoys Pilates and yoga, is an avid cook, and is passionate about health and wellness.
