Cara is a senior investment strategist at Breckinridge. 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.