Caitlin joined Vie International in 2023 as a Private Client Associate and his since been promoted to Private Client Manager. Caitlin is in regular contact with Vie International’s client base, ensuring a high level of service as clients’ needs and circumstances evolve.
Caitlin has extensive knowledge and practical experience in implementing, funding and servicing retirement and investment accounts across many UK and US platforms. She also works in conjunction with other advisors at Vie International to implement high-value life insurance solutions.
Caitlin has qualified as an independent financial advisor in the UK holding the Diploma in Regulated Financial Planning, DipPFS from the Chartered Insurance Institute. She has also passed the Chartered Financial Analyst Level 1 from the CFA Institute in the US.
Caitlin is originally from Manchester and moved to the US for university. Caitlin earned a BA in Economics and an MS in Management from Wake Forest University in North Carolina.
Prior to joining Vie, Caitlin worked as a Wealth Management Associate at IEQ Capital in San Francisco.
Outside of work, Caitlin enjoys reading, travelling and attending Pilates and barre classes.
Vie International Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Check the background of this company and/or person on the UK’s Financial Services Register here.
Vie International is licensed in California as Vie International Insurance Solutions CA Insurance License #0L82882.
Vie International is independently owned and operated.
