USA
Caroline Gee
Investment management
Areas of expertise
Caroline Jarvis Gee is the Head of Charity Business Development at Evelyn Partners. She works with charities to understand their investment growth and income requirements and to help them achieve their goals as well as working with charity trustees and senior managers to connect them with the up-to-date sector knowledge.
Experience
Prior to joining Evelyn Partners Caroline worked with charities at EdenTree, James Hambro, Investec and Kleinwort Benson. She is a liveryman with the Worshipful Company of Marketors and a trustee at the Association of Charitable Organisations.
Notable client work and achievements
Caroline has been working with charities for over 20 years – first as a charity fundraiser in the United States and then, following her return to the UK, in charity investment management.
Professional qualifications and memberships
Double BA degree in History and Political Science
Master of Business Administration from Cass Business School (now Bayes)
PCIAM, IMC