Carrie Drury

About

Carrie is responsible for financial reporting and analysis, investment due diligence, and evaluating investment opportunities. Most recently, Carrie was a wealth manager at a multi-family office. Prior to that, she worked in the Wealth Strategies group at Bank of America Private Bank and at an accounting firm specializing in taxation for high-net worth individuals, private foundations, trusts, and estates. She obtained her B.S. in Accounting from San Diego State University. She is a CPA licensed in California and holds her CFP® certification.

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