Vice President, Relationship Director & Investment Specialist
Caroline is a vice president, relationship director and investment specialist at Avantis Investors®, responsible for building close working relationships with investment advisors. Prior to joining Avantis Investors, Caroline served as a regional director at Dimensional Fund Advisors (DFA). In this role, Caroline was responsible for overseeing and expanding East Coast client relationships with independent financial advisors. Caroline is also a sought-after public speaker who has presented at numerous events and conferences for end-investor and advisor audiences. Caroline has also previously held positions with BNY Mellon, Moody’s Analytics and BlackRock.
Caroline earned a bachelor of arts in European history from Columbia University. She holds Series 7 and 63 licenses.