Kara Bulhon, CFP®, is currently working at Tolleson Wealth Management as a Manager on the Client Advisory Team. Prior to this role, Kara held positions as a Senior Analyst at Tolleson Wealth Management, a Summer Associate at Goldman Sachs, a Financial Analyst at Neiman Marcus, and an Assistant Planner at Gilt Groupe. Kara also worked as an Investment Banking Analyst at Houlihan Lokey and completed a financial analyst internship at Continental Airlines. Kara earned their Master of Business Administration in Finance and Strategy/Entrepreneurship from SMU Cox School of Business and a BBA in Finance from Texas McCombs School of Business.
June, 2021 - present
July, 2017
Vice President, Sr. Commercial Card Account Manager at M&T Bank
Vice President, Chapter Leader, Client Solutions Business at Fidelity
Vice President, Client Solutions at Asurion
Associate Vice President, Alumni Engagement And Annual Giving at University of Central Florida
Vp, Expert Performance And Strategy, Customer Solutions at Asurion
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