Wealth Management Since 1971

CAROLYN GALFIONE

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CAROLYN GALFIONE

CPA, CFP®

DIRECTOR

WEALTH ADVISOR

Industry Experience: 17 years

  • Graduate, University of Texas at Austin – B.A., Accounting
  • M.B.A., Rice University – Finance
  • Experience includes practice in the tax department of a large Houston accounting firm and service as a Business Administrator at a local church and school
  • Serves as voting member of the Investment Committee and Wealth Management Committee
  • Serves on the Jones Partners Board of Rice University, the Houston Grand Opera Finance Committee, current Chair of the Finance Committee of the Women’s Resource of Greater Houston and participates in the Executive Women’s Partnership Committee for the Greater Houston Partnership
  • Former President, Rice Business School Alumni Association
  • Former board member, City of West University Place
  • Member, Financial Planning Association and Chartered Financial Analyst Institute

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