Carolann Grieve, CTFA
Carolann Grieve is a long standing member of GenSpring’s family education and governance working groups and is a designated specialist in each area. In addition, Carolann chairs GenSpring’s Women & Wealth Initiative. Through this initiative she works with her GenSpring colleagues to create a welcoming environment emphasizing a holistic approach to financial stability, which in turn enables women to live an informed and responsible life with wealth, to feel fulfilled and empowered to achieve their goals.
She also directly serves clients as a senior family wealth advisor based in the Greenwich, Connecticut office. Carolann is responsible for assisting families with a wide variety of wealth management needs, including estate planning, tax, financial planning, fiduciary, philanthropy and family governance issues. She works closely with each client’s GenSpring family investment officer and their outside professional advisors to verify that all aspects of their wealth management plan are closely coordinated.
Carolann was previously the chief financial officer of Eagle Capital International, an investment firm and multi-family office. Prior to that, she worked as director of accounting at Pantasote, a publicly traded international plastics firm. Additionally, Carolann was accounting manager at the International Division of Chesebrough Ponds. Carolann is a graduate of Iona College where she received her MBA in Finance and her BBA in Accounting. Carolann is a Certified Trust and Financial Advisor.