Caitlin joined The Presidio Group as an analyst in August 2021. Prior to joining the team, she served as a Dallas-based financial advisor for ultra-high-net-worth families. In this role, Caitlin helped clients navigate the complexities of owning family businesses, from corporate governance to succession planning, valuation, and sale transactions. Her responsibilities included project management and coordination with third parties, due diligence, forecasting and modeling, investment and tax analysis, and client material preparation.
Caitlin graduated summa cum laude from Southern Methodist University in 2018, with a B.B.A. in Finance from SMU’s Cox School of Business and a German minor.
Caitlin was born and raised in Denver, and she enjoys hiking, skiing, playing tennis, traveling, and going out to eat with friends.