Carrie is the Director of Client Experience at Ategenos Capital, bringing more than 17 years of operational and technology experience in the Wealth Management space. 

Prior to joining Ategenos Capital, Carrie served as Director of Client Experience at Brinker Capital Investments. In this role, she was responsible for the execution of the firm’s operational and technology strategy, as well as implementation and integrations
of proprietary and third-party technologies.

Carrie received her Bachelor of Science degree in Finance from Ursinus College and holds her FINRA Series 7 license.