Caroline manages client relationships and assists with the firm’s financial planning efforts. She also leads our Women and Wealth series where we foster conversations and events focused on financial literacy and open dialogue.
Caroline brings over a decade of experience in financial services, with expertise spanning turnaround and restructuring advisory, banking, and wealth management. Before joining the Obermeyer team in 2025, she held positions at Berkeley Research Group, Capital One, and Merrill Lynch, where she developed a strong foundation in both strategic consulting and client relationship management. Caroline earned her BA from the University of Notre Dame, double-majoring in Management Consulting and History.
On a Personal Note
Originally from Boston, she enjoys spending time outdoors—skiing in the winter and hiking in the summer. When not outside, she can often be found cheering on the Fighting Irish or trying out new recipes with her husband.
