Caroline Calder, of Westport, CT, is Financial Advisor - Senior Portfolio Advisor
at Merrill Lynch Wealth Management. She has over 25 years of investment management experience overseeing the investment portfolios and private wealth management needs of individuals, business owners, corporate executives, endowments, foundations, and is a specialist in financial solutions specifically for women investors.
Caroline’s extensive background in institutional investment management and private wealth management has provided the foundation from which she has built additional expertise in ESG/sustainable investment strategies, philanthropic planning and financial strategies for closely- held businesses. She worked closely with UBS’ Philanthropic Services Group (US) addressing the rapidly growing number of philanthropically-minded women investors seeking to make greater impact through strategic philanthropic planning and giving.
In addition to her professional responsibilities, Caroline is actively involved and highly dedicated to the advancement of women and girls within the national and global business community. She is a leadership mentor to girls; an advocate for corporate gender diversity initiatives and gender- lens investing; a supporter of the economic empowerment of women through education and entrepreneurship; and an active fund raiser for the non-profit organizations to which she is dedicated.
Prior to joining Merrill Lynch Wealth Management, Caroline held positions with UBS, Dominick & Dominick, Bankers Trust Company (now Deutsche Bank), Chemical Bank (now JPMorgan Chase), Avatar Associates, the private investment bank Auerbach, Pollack & Richardson, and Morgan Stanley.
Caroline received a BA from Wells College. She possesses certificates of advanced study in finance, international finance and credit & securities analysis from New York University.
PROFESSIONAL and COMMUNITY AFFILIATIONS
- Financial Women's Association of New York
- Women’s Business Development Council of CT - Member, Board of Directors
- Vision2020 – Delegate, State of CT
- American Red Cross - Tiffany Circle – Society of Women Leaders
- Girls Scouts of Connecticut – Member, Finance Committee, Board of Directors
- Pequot Library (Southport, CT) – Member, Board of Trustees
- Haitian Education Initiative (Fairfield, CT) – Member, Board of Directors