Carolyn Boccaccio is a Principal and Client Relationship Manager in the Private Wealth segment, focused on working with investors in the Northeastern United States. She is based in New York.
Prior to joining Carlyle, Ms. Boccaccio was a Vice President, Senior Advisor Consultant at OppenheimerFunds where she was responsible for distributing their mutual funds and ETFs through financial advisors in wire houses, independent broker-dealers and banks as well as consulting in key aspects of new business development, wealth management, client experience and general practice management. Prior to that, she worked for both MetLife and The Hartford partnering with financial advisors in sales of their annuity products.
Carolyn earned her B.A. in History from Rutgers University. She is a Certified Investment Management Analyst® and Certified Private Wealth Advisor® professional. She holds FINRA Series 6, 7, 63 and 65 licenses.