Carolyn Paldinocp@conifer.net President
Carolyn joined Conifer Investments in 1991 to establish the firm as a family wealth management office, and is now the owner of the firm. She leads Conifer’s family relationships and focuses on ensuring that the investment programs in place meet the needs of the firm’s family clients. Carolyn earned her BS in Finance from Central Connecticut State University, MBA from the University of Connecticut, and is a CFA charterholder.
Jessie Lynchjl@conifer.net Analyst
Jessie joined Conifer Investments after finishing her MBA in 2004 to help build the wealth management practice of the family office. She works closely with clients and plays an important role in finding and evaluating potential investments. Jessie earned a BS in Psychology from the University of Connecticut and an MBA from the University of Connecticut.
Luanne Fantonelf@conifer.net Portfolio Administrator
Luanne joined Conifer Investments in 2008. Luanne has over 15 years of experience working in the finance industry.