Carolyn is responsible for financial planning analysis, income and estate tax planning, client relations, and business development. Before joining Hollow Brook, Carolyn was a Financial Advisor at Altfest Personal Wealth Management. At Altfest, she managed the core financial planning needs of clients and implemented the firm’s income and estate tax planning strategies. Prior to that, she served ultra-high net worth clients as a fund accountant for a New York City based hedge fund. Carolyn received a BA in Communications from Vanderbilt University as well as a MA in Accountancy from Vanderbilt’s Owen Graduate School of Management. She is a Certified Public Accountant and Certified Financial Planner. During her free time, Carolyn enjoys exploring the local parks and playgrounds with her two kids and husband around Westchester.
We are dedicated to managing wealth with impeccable care through evolving market conditions.