Caitlin earned a Master’s of Science in Applied Economics and Finance. She excelled in her coursework focusing on investment strategies, corporate finance, econometric analysis and micro and macroeconomic theory.

Prior to joining Victor’s team, Caitlin worked for the Conference Services department at UC Santa Cruz where she managed all departmental financial transactions and reporting.

Caitlin earned her MS in Applied Economics and Finance from UC Santa Cruz in 2015 and her Undergraduate Degree in Business Management and Economics from UC Santa Cruz in 2011.

Caitlin is the youngest of five children and was raised in Santa Cruz, CA. She enjoys hiking, spending time at the beach, and baking desserts for her exuberant family and friends. Caitlin lives in Boulder Creek with her husband Michael and their children, Penelope and James.

Licenses: Series 7, Series 66