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Caitlyn is Director of Operations at Conley Fleming LLP where she coordinates with the partners to set firm goals, develops marketing and communication strategies, and organizes and oversees the daily operations of the firm.
Prior to joining Conley Fleming, Caitlyn spent sixteen years in the investment management industry, most recently as a Relationship Manager providing wealth advisory services to high net worth individuals and families at Glenmede in Philadelphia. Caitlyn joined Glenmede as a Portfolio Manager after spending several years working with high net worth clients at SEI. She is an experienced bookkeeper who serves as Treasurer on the Board of The Creative Living Room, a Philadelphia area nonprofit focused on arts and education, and she is a former adjunct professor of financial planning at Temple University. Caitlyn holds the CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Financial Advisor (CTFA) designations and is a member of the Philadelphia Estate Planning Council.