Upon graduation from Youngstown State University with a BSBA in accounting, Carrie began her career at a large, regional accounting firm attaining the level of manager.  She further expanded her work experience at a boutique multi-family office, rising to the level of Vice President.  Carrie joined Cornerstone Family Office in 2001, as a Principal and Vice President.  Carrie holds a Certified Public Accountant license and Personal Financial Specialist designation.  She also holds a Masters of Taxation from the University of Akron and is a member of the American Institute of CPAs, the Ohio Society of CPAs, the Financial Planning Association and the Estate Planning Council of Cleveland.  Carrie is a member of University Hospital’s Diamond Advisory Group and The Cleveland Orchestra Advisor Club.  In addition, she serves on the board of Center for Arts-Inspired-Learning.
Contact Carrie