Caroline serves as a Portfolio Manager at Palladium. She has extensive financial acumen through experience in brokerage, trust, banking and investments. Having retired from Bank of America she brings a wide perspective of experience to our firm. Holding an undergraduate degree from Elizabethtown College in Pennsylvania, she studied at the University of Strasbourg France and obtained a Master of Business Administration from Old Dominion University. She also holds the Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Accredited Estate Planner® designations.
Caroline resides in Virginia Beach with her husband. She serves her community through several affiliations.