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.
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.