Principal and Senior Vice President
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 Master 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, Summa Health Leadership Council and The Cleveland Orchestra Advisor Club. In addition, she serves on the board of Center for Arts-Inspired-Learning.
