Client Service Associate
Cara joined Gresham in 2023 as an Associate on the Client Service Team. She works directly with Advisors to provide high-net-worth families with comprehensive wealth management solutions.
Prior to joining Gresham, Cara spent the last five years with Cerity Partners LLC as Senior Associate. In this role, she was responsible for providing comprehensive financial planning and investment management services to high-net-worth individuals and families. Prior to Cerity Partners LLC, Cara worked at United Capital Financial Advisers LLC for over three years as Client Service Manager. In this role, she handled day-to-day client relationship needs and provided operational support.
- B.A., Economics, University of Illinois at Urbana-Champaign
- CERTIFIED FINANCIAL PLANNER™
- Personal Interests: Traveling, pilates and being a dog mom