Having more than 30 years of experience in the investment industry of which 20 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.
Preceding her move, since 1999 Carolyn served as one of the principal consultants at the Atlanta Consulting Group, directly advising on $3 billion in assets.
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.
Jackie joined Cardea Capital Group in June 2020 as a Senior Operations Specialist. At Cardea, Jackie manages and supports client service and investment operations within the institutional team.
Jackie has over twenty years of experience in operations, customer service, and the financial industry. Prior to joining Cardea Capital Group, Jackie was an investment operation lead specialist at Crawford Investment Council. There, she was responsible for reconciliations of over 2,600 fixed and equities accounts and worked directly with over 20 custodians and over 50 broker dealers to achieve 100 percent accuracy of settlements. She also worked at Advisor Group where she processed account maintenance and transfers and educated advisors on where to locate information and how to utilize their investment tools.
In her free time, Jackie loves spending time outdoors with her family and friends. Originally from New York, she also enjoys cheering on the Yankees, Knicks and the Giants.
Quote to live by: “Some people want it to happen, some wish it would happen, others make it happen.” – Michael Jordan
In September of 2016, Patrick joined Cardea Capital Group as the Investment Analyst. He is responsible for client performance reporting, manager evaluation and due diligence, asset allocation/cash flow studies in addition to fee analysis and other ad hoc requests. Patrick has worked in the investment industry for over 13 years, working in various capacities withinthe field.
Prior to joining Cardea, Patrick worked at Invesco Ltd. as an RFP Specialist. He completed request for proposals and due diligence questionnaires for domestic and international growth strategies. Additionally, he collaborated with team members to assist in completing requests for other strategies.
Patrick previously worked with Carolyn LaRocco at the Atlanta Consulting Group as a Performance Analyst and Investment Analyst in two separate stints with the firm. As a Performance Analyst, he was responsible for account reconciliation, monthly performance
scorecards and quarterly client performance reports. As an Investment Analyst, Patrick worked with Carolyn on asset allocation/cash flow studies, fee analysis, manager searches and manager due diligence.
Patrick received a Bachelor of Science in Economics from Radford University.
In September 2018, Zach joined Cardea Capital Group as a Performance Analyst and is responsible for client reporting and performance validation.
Prior to joining Cardea Capital Group, Zach was a Performance Analyst at LCG Associates responsible for quarterly performance evaluation and analysis as well as presentation of client and market performance through monthly and quarterly reports.
He graduated from Mississippi State University with BBA in Finance. During college, Zach was an Investment Analyst Intern at Segal Rogerscasey (now Segal Marco Advisors). His responsibilities included performance calculation and reconciliation, production of quarterly investment reports, total fund portfolio analysis, manager due diligence, and assisting with asset allocation studies.
Leo is a Senior Investment Analyst with Cardea Capital Group and is based in Atlanta. He is responsible for all things investment related including research, manager due diligence, and servicing clients. Leo is a member of the Investment Committee for the parent company, Cardea Capital, which is responsible for monitoring and recommending changes to all of the portfolios. Previously, he served as Senior Portfolio Analyst with Cardea Capital Advisors, where he focused on assisting and educating financial advisors with implementing asset allocation models. In this role Leo was also involved in the investment research process as well as oversaw the trading department. He has over 11 years of experience in the investment industry.
Leo graduated in 2010 from Dickinson College with a degree in Economics. He has the FINRA Series 65 license and also earned the AIF® (Accredited Investment Fiduciary) designation as well as the PPC® (Professional Plan Consultant) from the Center for Fiduciary Studies. Outside of work enjoys coaching baseball and basketball where he grew up playing.