Caroline Lewittes

Marketing & Investor Relations Consultant

Role
Founder at Lumina Consulting
Location
Boca Raton, FL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Caroline Lewittes

Seasoned professional with 20 years of both in-house and agency experience in investor and public relations, focused on asset management and financial services. Investor Relations: Responsible for coordinating and managing strategy launches, fundraising, due diligence, client support/contact, fund administration, reporting, and capital activity at real estate private equity firm that grew from $1.5B-$10B AUM during tenure. Public Relations: Oversight of public relations efforts across a wide range of industries, including real estate, healthcare, education, hospitality and government agencies. Regularly interacted with editorial teams at top outlets to implement both proactive and reactive strategies. Strategic Communications: Corporate communication, creative direction, collateral development, copywriting for all internal and external audiences. Team Management: Managed team of two direct reports and coordination with financial planning and analysis team for all investor relations and due diligence efforts. Set and adjusted daily priorities and oversaw all activities undertaken by team. Regular contact with teams across firm including investment, finance/accounting, ESG, legal/compliance, treasury and operations. Event Planning: Oversaw all aspects of multi-day investors’ conferences including agenda, selection/procuring of speakers, team presentations, creative design and production, entertainment/social functions, vendor coordination, and speaker/LP travel logistics.

Experience

  1. Founder

    Lumina Consulting

    Jan 2023 — Present · Boca Raton, FL, US

    Founder of full-service, integrated marketing communications and investor relations firm that brings in-house and agency experience to new and emerging managers in the private equity arena. Combining public relations, advertising, marketing and social strategy with global private equity experience, Lumina Lumina Consulting brings a wide variety of services to clients in today\'s ever-changing capital landscape.

Education

  • Boston University

    BS, Communication & Public Relations

    1999 — 2003

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