Addepar
Caroline Marini is a Client Success Manager at Addepar since August 2022. Prior to this role, Caroline worked as Vice President and Client Advisory Associate at Offit Capital Advisors from November 2018 to August 2022. Their experience also includes roles as Private Wealth Client Associate at Morgan Stanley from June 2015 to July 2018, and as a Client Service Specialist at Constellation Brands from July 2014 to May 2015. Caroline holds a Bachelor of Arts in Economics and Management from Ohio Wesleyan University, as well as a Bachelor of Arts in Economics from Richmond, The American International University in London.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.