Carolyn Thoms

Carolyn Thoms, CA, CFA
VICE PRESIDENT|PRIVATE CLIENT

As Vice President, Carolyn has primary responsibility for supervising and managing key relationships with the family offices of high net worth investors and working with their professional advisors to implement Barlow's endowment style portfolio management services. Carolyn oversees all aspects of these relationships with the firm including the regular monitoring of client investment portfolios and performance, conducting client meetings, handling inquiries and constructively working with other professional advisors to meet client goals.

Carolyn is a member of Barlow's Investment Committee and has responsibility for investment decisions in the areas of Canadian Equities and Income Trusts, and Fixed Income.

Carolyn has over 15 years of experiences in financial services and corporate finance.  Most recently, Carolyn held the position of Chief Financial Officer for a monoline financial guaranty reinsurance company where she was responsible for financial risk management, quantitative rating agency models and capital structure.  She obtained her Chartered Accountant designation with Coopers & Lybrand in Calgary in 1991 and following several years in the Business Investigations Group in public practice, she worked as an internal auditor at Telus before moving to Bermuda.  While in Bermuda, Carolyn was employed with Aon and managed a portfolio of off-shore insurance companies for several Fortune 500 companies and large U.S.-based not-for-profit organizations.

In addition to her CA designation, Carolyn obtained the Chartered Financial Analyst designation in 1997.  The combination of her strong academic background and analytical business experience provides strength in a ‘bottom-up’ portfolio management approach.

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