Carolyn joined Cardinal in September 2001 and is a founding partner. She works as a lead consultant for several clients and is responsible for non-U.S. equity research and custody research. Prior to joining Cardinal, she worked at Summit Strategies Group in both research and performance reporting. Before Summit Strategies, she was at May Department Stores in the financial reporting department. Carolyn currently serves on the Finance Committee at her church. Carolyn holds a BSBA from the University of Missouri, an MBA from Maryville University, and received her CIPM designation in 2010.
Carolyn Carollo
Founding Partner Managing Director, Consultant
Cardinal Investment Advisors
United States, Missouri, St Louis
About Me
Profile Information
Founding Partner Managing Director, Consultant
Cardinal Investment Advisors
Investment Team,Operations Team
Investor
Consultant
St Louis
Missouri
United States
Mar 8, 2025
More profiles to browse
Scott Skornia
Managing Director
Matt Padberg
Managing Director & Senior Consultant
Danielle Natonson
Managing Director
Edward Jacobs
Managing Director
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc