Carson Smiley builds and maintains relationships with investment clients and key personnel in her role as Investment Client Relations. In this capacity, Carson oversees and conducts business reviews to ensure clients are satisfied with the services that the Investment Department provides -- she acts as the liaison, providing guidance and ensuring clients’ needs are being met on a timely basis and to their satisfaction.
Carson joined The Bulfinch Group’s Investment Department in 2016 after graduating from the University of New Hampshire with a degree in Psychology. When she is not working, you can find her running in preparation for various races or spending time with family and friends in Boston.
Carson Smiley is not registered to provide securities recommendations or financial advice.