Carolyn Armitage is a highly experienced and accomplished Managing Director at ECHELON Partners, a prominent investment bank and consulting firm in the wealth and investment management industries. With her exceptional strategic planning skills and a holistic approach to each engagement, she helps CEOs of RIAs, Hybrid models and Broker/Dealers make better-informed decisions to improve their enterprise value and plan for their legacy.

As a serial enterprise builder, Ms. Armitage is an influential woman in the field of wealth and asset management with extensive experience in transaction advisory services, mergers and acquisitions, corporate and family office governance, strategy, and succession planning. Carolyn's experience includes roles as an independent financial advisor, producing branch manager and the head of multiple wealth management teams such as HD Vest - now Advantax, ING Advisors Network - now Voya & Cetera, among others.

Furthermore, Ms. Armitage offers valuations, expert witness, management consulting, and investment banking services. She is a valuable resource for entrepreneurs who require assistance in navigating complex entity, family, and legacy decisions. She is also an experienced Founder who has started and run a successful 501(c)3 nonprofit organization, True Circle Organization – that helps people who are homeless throughout California receive immediate resources, sustenance, and compassion.

Ms. Armitage is a multi-talented individual, holding numerous FINRA licenses, having the prestigious CFP® & CIMA® designations, and holding a Bachelor of Science in Business Administration from the University of Minnesota and a Masters in Management from The American College.