Caitlin joined Vie International as a Private Client Service Associate in 2023. Caitlin provides client service for wealth planning and retirement planning solutions for high-net-worth international clients based in London.
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. She is currently completing the UK’s professional qualification, the Diploma in Regulated Financial Planning (DipPFS).
Prior to joining Vie, Caitlin worked as a private wealth management associate at IEQ Capital in the San Francisco Bay Area.
Vie International Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Check the background of this company on the UK’s Financial Services Register.
Licensed in California as Vie International Insurance Solutions CA Insurance License #0L82882.