Bio

Carolyn M. Weiss has been a chief financial and investment officer at foundations for the past 15 years. She leads teams responsible for investments, finance, taxation, and technology. She has built investment and technology platforms for foundations with sophisticated needs, with assets under management ranging from $200 million to $4 billion.

Earlier in her career, Carolyn was a vice president at Deutsche Bank and senior manager at KPMG and worked in both New York City and Germany for both firms. She served as an adjunct professor of accounting at Kean University in New Jersey and in China. Carolyn is a New York State licensed CPA.

Carolyn holds a B.A. in German from Penn State and an M.B.A. in Accountancy from Baruch College. She has served on many boards, including Aljira, Inc., Philanthropy New York, and the Council on Foundations. She is an active member of New York State Society of CPAs family office and nonprofit committees, Baruch College's Executives on Campus, and 100 Women in Hedge Funds. Carolyn is a frequent speaker at investment conferences.