Carolyn Margiotti

Carolyn Margiotti, CFA, is a member of the Portfolio Research team at asset management firm Boston Partners Global Investors. She also manages a number of the firm’s key relationships and serves on the Proxy Voting Committee. Carolyn holds a B.S. degree from Purdue University and an M.B.A. from the University of San Francisco. She has served as an adjunct professor at the University of San Francisco, an instructor for the CFA review program and a member of the Financial Women of San Francisco. Carolyn holds the Chartered Financial Analyst (CFA) designation, FINRA licenses 7 and 63, and has over 20 years of investment experience. She lives in Marin County with her family.