Caroline Logan Handy
Financial Analyst in Private Wealth Management at Morgan Stanley
- Role
- Financial Analyst at Morgan Stanley
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Caroline Logan Handy
Caroline is a financial analyst on Team 415 at Morgan Stanley Private Wealth Management. Her team helps 80+ families manage $6.5 billion in assets. Her work spans financial modeling, alternative investment analysis, and portfolio optimization. She is SIE, Series 7, and Series 66 registered.
Experience
Financial Analyst
Apr 2020 — Present · San Francisco, CA, US
Synthesize client/prospect data to develop comprehensive financial and asset allocation strategies.• Produce client reports analyzing portfolio holdings and performance.
Education
Bowdoin College
Bachelor of Science - BS, Mathematics, Teaching
2010 — 2014
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