CAROLYN GALFIONE
CPA, CFP®
MANAGING DIRECTOR
SENIOR WEALTH ADVISOR
- Experience includes practice in the tax department of a large Houston accounting firm and service as a Business Administrator at a local church and school
- Serves as voting member of the LW Investment Committee
- Member of the LW Wealth Advisory Working Group
- Graduate, University of Texas at Austin – B.A., Accounting
- M.B.A., Rice University – Finance
- Serves on the Houston Grand Opera Endowment Committee, member of the Finance Committee of the Women’s Resource of Greater Houston and participates in the Executive Women’s Partnership Committee for the Greater Houston Partnership
- Former President, Rice Business School Alumni Association
- Member, Financial Planning Association and Chartered Financial Analyst Institute
- CPA -Texas State Board of Public Accountancy