Managing Institutional Investments during a Pandemic: Cardinal Investment Advisors Managing Director Carolyn Carollo

In this episode of Restarting America, Josh Gibbs from 97 Switch interviews Carolyn Carollo, a Managing Director at Cardinal Investment Advisors. Throughout the interview, they discuss the impacts of the COVID-19 pandemic on business and society. Carollo shares how the current health pandemic has affected her company and how she is adapting to new circumstances.

Carollo joined Cardinal in September 2001 and is a founding partner. She works as a lead consultant for several clients and is responsible for non-U.S. equity research and custody research.

Prior to joining Cardinal, she worked at Summit Strategies Group in both research and performance reporting. Before Summit Strategies, she was at May Department Stores in the financial reporting department. Carollo currently serves on the Finance Committee at her church. She holds a BSBA from the University of Missouri, an MBA from Maryville University, and received her CIPM designation in 2010.