Carolina Tagtmeyer

SENIOR INVESTMENT OPERATIONS ANALYST

Carolina has more than 14 years of experience in the financial industry. As the Senior Investment Operations Analyst, she utilizes her financial reporting, analysis, trading, and research skills to improve some of the company’s procedures and ensure our clients have the most up-to-date and accurate information possible.

Carolina graduated from Florida International University with a Bachelor’s in International Relations and Affairs. Additionally, she has completed the Investment Management Theory and Practice, a prerequisite to sit for the Certified Investment Management Analyst designation.

Carolina and her husband have one boy that keeps them traveling around, cheering in baseball or jiujitsu tournaments. They also love to explore and enjoy the outdoors as a family.