Carol has more than 20 years of experience working in the accounting and legal profession and most recently the Wealth Management Department of a national bank. Recognizing her passion for assisting individuals, her practice has focused on estate, tax, wealth, philanthropic, and business succession planning for high net worth individuals and their families.
Carol’s professional experience uniquely positions her to assist family offices and their clients with the stewardship and deployment of family resources.
As Chief Operations Officer of the firm’s Private Family Office practice, Carol is responsible for ensuring prompt responsiveness from Schneider Downs inter-disciplinary service team. The team’s focus is on the provision of customized solutions and fewer transaction-like interactions. Her oversight of the integrated consultative team assures clients that Schneider Downs is thinking about the management of their financial affairs as a whole by harnessing extensive expertise on their behalf.
B.S.—Accounting and Finance, Clarion University of Pennsylvania
Member—American Institute of Certified Public Accountants
Member—Allegheny County Bar Association
Member—Allegheny County Bar Association Women in the Law Committee
Board Member—Pittsburgh I.C.E. (Inclusion Creates Diversity)
Committee Member—Austin’s Playroom Project
Member—Upper St. Clair School District Community Curriculum Committee
Past President—Upper St. Clair PTA Council