About

Caroline is a member of one of the firm’s top wealth management teams. She oversees financial planning, cash flow modeling, manager selection, and portfolio construction and analysis for our clients. Prior to joining Jefferies Wealth Management, Caroline worked at Hall Capital Partners as a Portfolio Management Analyst, where she focused on analytical and administrative responsibilities for ultra-high-net-worth families and institutions. She graduated from the University of Scranton with a B.S. in Economics.