Caroline Ward

Q: What is Caroline Ward email address?

Email Caroline Ward at carolinebward@gmail.com, caroline.ward.2021@anderson.ucla.edu and caroline.ward@artisanpartners.com. This email is the most updated Caroline Ward's email found in 2026.

Q: How to contact Caroline Ward?

To contact Caroline Ward send an email to carolinebward@gmail.com, caroline.ward.2021@anderson.ucla.edu or caroline.ward@artisanpartners.com. (updated on January 19, 2024)

Private Wealth Manager at Merrill Private Wealth Management | Minneapolis, Minnesota, United States

About Caroline Ward

Caroline Ward is a dedicated Private Wealth Manager at Merrill Private Wealth Management, where she excels in cultivating trusted partnerships and delivering a client experience characterized by transparency, reliability, and satisfaction. With a focus on serving a diverse clientele that includes early-stage employees, executives, families, and institutions nationwide, Caroline leverages her extensive expertise in wealth management and investments to create tailored financial strategies. Her team is particularly adept at navigating the complexities of concentrated stock strategies and IPO liquidity planning, ensuring that clients are well-prepared for both pre- and post-liquidity events.

One of Caroline's key differentiators is her commitment to active investment management. Unlike many advisors who outsource investment decisions, Caroline and her team manage investments in-house, aligning their interests with those of their clients—"we eat our own cooking." This hands-on approach is supported by six proprietary portfolios that are rooted in a quantitatively driven investment process. Caroline emphasizes risk-adjusted performance, focusing on maximizing returns while minimizing volatility, all while ensuring tax efficiency and effective cash flow management.

Her skills in institutional asset management and investment analysis enable her to craft sophisticated strategies that address the unique financial needs of her clients. Caroline's dedication to providing a gratifying client experience, combined with her deep understanding of wealth management, positions her as a trusted advisor in the financial landscape. As she continues to lead key projects at Merrill, her insights and expertise are invaluable to her clients' long-term financial success.

Caroline Ward Work

Private Wealth Manager at Merrill Private Wealth Management in March 2023 to Present

Investment Analyst at Artisan Partners in July 2021 to January 2023

MBA Intern- Investment Analyst at Artisan Partners in June 2020 to August 2020

Caroline Ward Education

UCLA Anderson School of Management, Master of Business Administration - MBA, January 2019 to January 2021

Edina High School, January 2009 to January 2012

UCLA Anderson School of Management, Master of Business Administration - MBA, January 2019 to January 2021

Caroline Ward Skills

Institutional Asset Management

Wealth Management and Investments

Investment Analysis

Frequently Asked Questions about Caroline Ward

What is Caroline Ward email address?

Email Caroline Ward at [email protected], [email protected] and [email protected]. This email is the most updated Caroline Ward's email found in 2026.

How to contact Caroline Ward?

To contact Caroline Ward send an email to [email protected], [email protected] or [email protected]. (updated on January 19, 2024)

What company does Caroline Ward work for?

Caroline Ward works for Merrill Private Wealth Management

What is Caroline Ward's role at Merrill Private Wealth Management?

Caroline Ward is Private Wealth Manager

What is Caroline Ward's Phone Number?

Caroline Ward's phone (218) ***-*207

What industry does Caroline Ward work in?

Caroline Ward works in the Investment Management industry.

Caroline Ward Email Addresses

Email Caroline Ward at [email protected], [email protected] and [email protected]. This email is the most updated Caroline Ward's email found in 2026.