Cara, assistant vice president, is on the investment strategy team. In her role, Cara assists with business strategy and effective communication of Breckinridge’s strategies to clients and prospects. Cara joined Breckinridge in 2013 as a member of the client services team and transitioned to consultant relations in 2014. She began her current role in 2018. Cara received a B.A. in Asia-related political and economic studies from Union College, and an MBA in finance from the Boston University Questrom School of Business. She currently holds a Series 65 license and is a CFA® charterholder and an FSA Credential holder.