Carolyn LaRocco, CFP®, CIMA®
Advisor Board Representative
Carolyn joined Lakeview in 2015 and established the Institutional Wealth group of which she is the President and Senior Consultant. With more than 29 years of experience in the investment industry, she globally consults to institutions, ultra-high- net-worth individuals and families, and has an impassioned specialization in servicing religious and not-for- profit organizations. Carolyn advises and educates clients using a structured investment process incorporating investment policy development, asset allocation, manager selection and due diligence, and performance measurement, as well as reviews, develops and implements their socially responsible investment standards.
Prior to joining our firm, Carolyn had served as one of the principal consultants at the Atlanta Consulting Group since 1999, directly advising on $3 billion in assets. She previously worked for Morgan Keegan’s Investment Management Consulting Group. Earlier in her career, she was a Technical Analyst with Johnson & Miller of Raymond James, where she was responsible for money manager and mutual fund due diligence and review, and performance measurement.
Carolyn holds the professional designations of Certified Investment Management Analyst SM and CERTIFIED FINANCIAL PLANNER™ practitioner. She graduated from the University of Florida with a Bachelor of Science degree in finance.
[disclaimer] Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.