Caitlin Greene

Caitlin Greene is a seasoned professional, well-versed in the financial industry with over 10 years of experience. Having graduated with honors in Finance from the University of Texas, Caitlin began her career as a financial analyst at JP Morgan Chase. She quickly climbed the corporate ladder, becoming a Senior Financial Advisor at Charles Schwab before eventually landing her current position as Vice President of Investments at Morgan Stanley.

Caitlin's expertise in investment and asset management has brought her to the top of her field. She has a vast knowledge of market trends and knows how to leverage opportunities both for individual clients and for corporate portfolios. She treats each client with respect and dives deep into their financial goals and individual needs to create custom investment portfolios.

When not at work, Caitlin enjoys travelling and practicing yoga. She believes that maintaining a healthy lifestyle is not only essential for physical health but also mental health, especially in high-stress work environments.