Over 38 years of Institutional Investment Experience

Carolyn is a Managing Director, member of the client team and Investment Committee and serves as senior team leader for the Investment Research Team. Carolyn focuses on investment research for prospective and funded investment managers, leads team meetings, manages and conducts investment manager onsite due diligence, and represents the firm at conferences and other functions. She joined Leading Edge in 2010 as a Senior Vice President, and has over 38 years of institutional investment experience, working with public, corporate, endowment, foundation, and Taft-Hartley plans. Carolyn has experience conducting client policy, asset allocation and asset/liability modeling reviews, manager research and evaluation, portfolio risk modeling, construction and transitions, and custodial trustee and third-party administrator searches.

Carolyn’s institutional experience includes working as a Senior Investment Consultant at Milliman, Inc. where she provided a full range of consulting services across multiple asset classes. Previously, Carolyn was Risk Management & Institutional Research Manager at SunGard Advisor Technologies, where she helped develop and launch a web-enabled investment consulting service for large financial intermediaries, structured custom investment platforms utilizing third-party investment managers, conducted onsite due diligence, and served on the Due Diligence Committee. Carolyn worked as an Investment Officer for California Public Employees’ Retirement System (CalPERS), where she was responsible for oversight, recruitment, and research pertaining to external international equity managers with assets managed for CalPERS over $30 billion. Previously, Carolyn worked as a Principal and Senior Investment Consultant with R.V. Kuhns and Dorn Helliesen & Cottle, as a Consultant at Wyatt Asset Services, Senior Analyst and Portfolio Administrator at Callan Associates and Client Administrator/Analyst with A.G. Becker/SEI.

Carolyn has a Bachelor of Science degree in Education from Lesley College, and completed graduate level financial and managerial accounting, advanced mathematics coursework at Golden Gate University. Carolyn has served as Affiliate Chair and as a member of the Executive and Program committees for the State Association of County Retirement Systems (SACRS) and as a speaker at investment conferences, including the National Association of Securities Professionals (NASP) for which she helped develop its first annual Financial Services conference.