Industry Start
2014
Education
Duke University, BA
Cara joined Kovitz in 2017 and partners with senior financial advisors to provide individualized and comprehensive wealth management. Previously, Cara worked with Charles Schwab’s Wealth Strategies Group as a client service member, providing support to high net-worth clients and assisting financial planners, tax experts, and trust and estate planning specialists. Cara graduated from Duke University in 2012, with a Bachelor of Arts degree in Public Policy. She is licensed with FINRA under Series 7, 66.