Principal, Private Client Advisor
Carolyn is a Private Client Advisor at FLP Investment Management Company and is a principal of the firm. She works closely with our investment advisors, helping clients navigate their complex financial lives
She most recently served as a managing director and private wealth advisor with SVB Private (2021-2023). Prior to that position, she served in similar capacities at Boston Private from 2012-2021. Carolyn worked at US Trust Company, Bank of America (2007-2011) as a market executive, managing a team of private client advisors and private client managers. From 2004-2007, she worked at United States Trust Company, managing the Private Banking team in New England. She began her career in financial services at Silicon Valley Bank (1992-2003).
Carolyn received an MBA from the Babson F.W. Olin Graduate School of Business and a bachelor of business administration in finance from the University of Massachusetts Amherst.
MBA, Babson F.W. Olin Graduate School of Business
BS Finance, University of Massachusetts Amherst