Adrienne Carson
Financial Planning Assistant @Carson Capital Management
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WORK HISTORY
Financial Planning Assistant @Carson Capital Management
Burlington, MA, US
Reviewed annual stock portfolios, providing data-driven buy and sell recommendations.Shadowed an advisor, learning key aspects of financial planning; including the impact of sequence of return risk, taxation, and effective tax-rate planning.
EDUCATION
College of the Holy Cross
Economics
College of the Holy Cross
Bachelor of Arts, Economics
ABOUT ADRIENNE CARSON
As an Economics major at the College of the Holy Cross (Class of 2028), I’ve gained hands-on experience through internships at CMBG3 under the CFO and at the Massachusetts State House. These roles have strengthened my analytical skills and given me a unique perspective on the intersection of finance and policy.On campus, I’m involved in the Club Volleyball Team, Finance Club, and Women in Business, and I’m currently pursuing the Certification in Finance & Banking to further develop my technical and communication skills.I’m passionate about how finance drives business decisions and economic policy, and I’m particularly interested in investment banking, private equity, private credit, and corporate banking. I’m eager to continue expanding my experience through internships and conversations with professionals in the industry.
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