Carly is the Director of Operations and Senior Registered Client Associate for The Hamilton Group. She works with new and existing clients to service financial requests and inquiries as well as coordinates transactions and documentation.  Additionally, Carly is responsible for all office operations and providing an exceptional client experience.

 

Carly was born and raised in Eastern Iowa and graduated from the University of Iowa with a degree in Therapeutic Recreation. She spent 7 years as a Senior Operations Rep at Merrill Lynch, before joining the Business Banking team at Bank of America.  Prior to joining The Hamilton Group, Carly served as a Client Services Coordinator at a private bank in Denver where she specialized in high-net-worth clientele and complex onboarding.

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Carly has lived in Colorado with her husband Jake for 14 years and has two wonderful children named Emeline and Nile. Her hobbies include hanging out with her family, running, hiking and camping.