Caroline is responsible for advising clients on investment management, financial and estate planning, and trust administration. She oversees the delivery of services to clients and coordinates with their legal, accounting, and other advisors.

Caroline has over 20 years of international experience in strategic business development, client advisory, and relationship management. She has advised individuals, families, and institutions across borders, cultures, and industries, helping clients navigate complex financial and business decisions with confidence.

Prior to joining Chevy Chase Trust, Caroline held senior leadership positions with leading global organizations in investment banking, hedge funds, and energy, including Merrill Lynch International, Henderson Global Investors, and Emirates National Oil Company (ENOC). Having lived and worked in the United States, the United Kingdom, the Middle East, and South Asia, Caroline offers a differentiated global approach to wealth and relationship management.

Caroline earned her B.A. in Political Economy from Williams College, where she played No. 1 singles for the women’s tennis team, and her MBA from Duke University’s Fuqua School of Business, where she concentrated in Corporate Strategy. Previously, Caroline founded ArtfulPrint, a certified women-owned business in the art and hospitality space, and established a charity focused on infrastructure and energy relief in disaster-struck areas of the world.