Carola Bartolomeo

Client Service Manager

Carola started her career as a financial administrator, has over 20 years of experience in office administration, and is mutual fund licensed. She compliments the team by servicing client needs and processing transactions in the mutual funds department. If you would like to make any administrative changes to your portfolio, please do not hesitate to contact her with any questions and/or concerns.

Carola is also responsible for all of our insurance administration needs.

On a personal note, she enjoys spending time with her young daughter. Carola was born in Argentina and speaks Spanish and Italian. In her free time, she enjoys cooking, Latin salsa, and is also an avid soccer fan.

Please contact Carola by clicking HERE.