Caitlin is the Director of Investment Operations at Journey Strategic Wealth, LLC. In this role, she supports firm operations by administering Journey’s investment strategy across client portfolios, as well as overseeing critical technology infrastructure, in coordination with our custodians and advisory practice partners, to provide an exceptional experience for all of our clients.
She previously served as the Manager of Operations and Compliance at a registered investment adviser. She began her career at Caxton Associates, followed by four years with the Private Banking and Investment Group of Merrill Lynch. Having spent much of her career working with advisors on different platforms and across business models, Caitlin recognizes many of the challenges that advisors face today. She is committed to supporting our practice partners as they reimagine what it means to be an independent advisor with Journey.
Caitlin is a CFP® professional with over fifteen years of financial planning and investment management experience. She earned her B.A. and M.B.A. from Rutgers University. As a graduate of Oak Knoll School and Rutgers University, she remains active as an alumna.
When she is not working or studying, Caitlin enjoys traveling, reading, and spending time with her family and her Rhodesian Ridgeback, Penelope. She also volunteers as part of the IRS Volunteer Income Tax Assistance and Tax Counseling for the Elderly programs.