Caroline Aitoro, MBA - Email & Phone Number

Client Service Lead at The Colony Group

Caroline Aitoro, MBA is based out of Westport, Connecticut, United States and works at The Colony Group as Client Service Lead.

Caroline Aitoro, MBA's Contact Information

Latest update

August 16, 2026

Location

Westport, Connecticut, United States

Caroline Aitoro, MBA's Work History

Client Service Lead

Focus Partners Wealth

Jan 2026 - Present

Client Service Specialist

Focus Partners Wealth

Nov 2024 - Present

Senior Client Associate

GYL Financial Synergies

Dec 2019 - Present

Registered Client Associate

Morgan Stanley

Jun 2015 - Nov 2019

Caroline Aitoro, MBA's Education

Van Loan School at Endicott College

Master of Business Administration - MBA

Sep 2014 - Jan 2016

Endicott College

Bachelor's degree

Sep 2010 - May 2014

Caroline's current employer

The Colony Group

Description

Wealth and business management advisors for successful individuals, families, businesses, institutions and non-profit organizations.

Website

thecolonygroup.com

HQ Location

Boston, Massachusetts, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about The Colony Group

Frequent questions about Caroline Aitoro, MBA

What company is Caroline Aitoro, MBA working for?

Caroline Aitoro, MBA works for The Colony Group.

What is Caroline Aitoro, MBA's function at The Colony Group?

Caroline Aitoro, MBA is Client Service Lead at The Colony Group.

Where is Caroline Aitoro, MBA based?

Caroline Aitoro, MBA is based out of Westport, Connecticut, United States.

Who are Caroline Aitoro, MBA's co-workers?

Caroline Aitoro, MBA's colleagues are James Fitts, Stephen Stelljes, Max Haspel, Colony Group, Michael Nathanson, Andrew Vogelstein, Zinovy Iosovich, Paul Glass, Marshall Rowe, Nina Mitchell, Nadine Lee, Craig Jones, Jeanie Kirkiles, Stephanie Goldstein, Edward Schiela, Kevin Crowley, Jane DiNardo, Joseph Salvati, Danielle MacKinnon, Andreea Slusarciuc, Samhita Ellanki, Peter Mitrano, Jack Clark, Patrick Donnelly, Stephen Sadler, Matthew Salotti, Jonathan Morse, Mary Nguyen, Kristine McCarthy, Stephen Schuler, Mark Derby, Liz Talbot, Gus Gerulskis, Rod Macdonald.

Caroline's co-workers

James Fitts

Manging Director, Business Owner Services

Stephen Stelljes

President of Client Services

Max Haspel

President, Business Owner Services & Senior Wealth Advisor

President - Institutional Advisory Practice

Zinovy Iosovich

President & Chief Services Officer

Paul Glass

Vice Chairman at The Colony Group

Marshall Rowe

President, Business Owner Services Managing Director, Northern New England

Nina Mitchell

Senior Wealth Advisor & Co-President, Colony Sports and Entertainment

Nadine Lee

Managing Director & President, Colony Family Office

Craig Jones

Managing Director, Rocky Mountain Region; Co-President, Colony Sports and Entertainment

Jeanie Kirkiles

Director, Office of the CEO

Stephanie Goldstein

Senior Vice President of Marketing

Edward Schiela

Senior Vice President, Senior Investment Counselor

Kevin Crowley

Partner/ VP

Jane DiNardo

Vice President of Human Capital

Joseph Salvati

Senior Vice President

Danielle MacKinnon

Vice President, Senior Financial Counselor

Andreea Slusarciuc

Vice President Marketing

Samhita Ellanki

Tax, Financial Planning, and Investment Associate Co-op

Peter Mitrano

Vice President - Senior Financial Counselor

Jack Clark

Vice President & Senior Wealth Advisor

Patrick Donnelly

Principal, Vice President, and Senior Wealth Advisor

Stephen Sadler

Managing Director & Senior Financial Counselor

Matthew Salotti

Senior Portfolio Manager & Managing Director, Institutional Advisory Practice

Jonathan Morse

Director Of Business Operations

Mary Nguyen

Tax Director & Legal Counsel

Kristine McCarthy

Principal and Managing Director

Stephen Schuler

Managing Director

Mark Derby

Principal and Managing Director

Liz Talbot

Executive Director and Senior Financial Counselor

Gus Gerulskis

Managing Director, Senior Wealth Advisor

Rod Macdonald

Managing Director & Senior Wealth Manager

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