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Carolyn is the President and Founder of LCP Institutional. Having more than 35 years of experience in the investment industry of which 25 is as an Institutional Consultant, she globally consults to institutions, high-net-worth individuals, and families, and has an impassioned specialization in servicing socially responsible investors and non-profit organizations. Carolyn advises and educates clients using a structured investment process incorporating investment policy development, asset allocation, manager selection and due diligence, and performance measurement as well as reviewing, developing and implementing their socially responsible investment standards.
Carolyn holds the professional designations of Certified Investment Management Analyst and Certified Financial Planner™ practitioner. She graduated from the University of Florida with a Bachelor of Science degree in Finance and she maintains the Series 65 license.
She is a member of the Financial Planning Association as well as the Financial and Wealth Institute.
Carolyn is actively engaged in her community. Among her numerous philanthropic endeavors, she had previously served on the Board of Directors for Cool Girls and Mostly Mutts.
LCP Institutional, LLC (LCPI) registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 470-326-7920 or by emailing contact@lcpi.com
This website is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by LCP in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.