Carolyn joined Clifford Swan in 1996, having served clients in the financial investment industry since 1979. In addition to advising clients, she has a special interest in performance measurement and holds a Certificate in Investment Performance Measurement (CIPM), a certification program created by the CFA Institute “to train highly qualified, ethically grounded performance professionals to meet industry needs.” Her professional experience prior to joining Clifford Swan includes many years at Athena Investment Management, working with clients and serving on the Investment Committee.