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.