Full Name
Carolyn Szaflik
Job Title
Senior Client Portfolio Manager
Company
Advyzon Investment Management
Speaker Bio
Carolyn Szaflik is a Senior Client Portfolio Manager with Advyzon Investment Management. With almost 30 years of experience in the industry, she has built a robust career focused on working with advisors and investors. This role, along with her previous roles as a Portfolio Specialist with Morningstar, a Client Portfolio Manager with TIAA, and Senior Alternative Investments Specialist with Northern Trust Asset Management have all centered on effectively communicating complex investment concepts and fostering strong relationships with clients. She earned her B.S. degree in Finance from the University of Illinois Urbana-Champaign.
Carolyn Szaflik