Carly Hilgers

Carly Hilgers

Client Service Associate
As an Associate on the Client Service team, Carly works directly with our Advisors to best assist ultra-high-net-worth families in achieving their financial goals. She is passionate about delivering exceptional results for her clients by combining analytical ability with soft skills to provide holistic wealth management solutions – saving her client’s time for what they value most.

Carly joined Gresham in 2025 as a Client Service Associate. She is the primary point of contact for her clients: aiding in investment trading activities, executing money/asset transfers, monitoring cash, and supporting Advisors in all aspects of client service.

Prior to joining Gresham, Carly worked as a Client Service Analyst in institutional asset management at NISA Investment Advisors, LLC. While at NISA, she attended night classes to earn her MBA. In her former role, she collaborated with client teams to support liability-driven investment strategies for some of the nation’s largest corporate defined benefit pension plans. She was responsible for producing reporting deliverables and presentation materials for existing and prospective clients.

Outside of work, Carly enjoys planning her next travel adventure (20 countries and counting, thanks in part to studying abroad in Madrid), running outdoors – even when the weather does not cooperate, and unwinding with some journaling or reading to clear her head.

Education Background
  • B.S., Finance, Saint Louis University
  • B.S., International Business, Saint Louis University-Madrid
  • M.B.A., Data Analytics, Saint Louis University