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Caroline Hill

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Caroline Hill

Vice President, Wealth Manager | Sage Rutty & Co., Inc

City of Rochester, New York, United States

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Caroline Hill

Summary

Caroline Hill is a seasoned wealth manager and vice president at Sage Rutty & Co., Inc., where she specializes in guiding individuals and families in wealth growth through strategic investments and tax-efficient solutions. With a strong background in account management and business development, she has successfully transitioned from technology services at Xerox to financial advisory roles. Caroline's experience spans over a decade, showcasing her ability to adapt and thrive in both corporate and financial sectors. Her educational background includes an MBA and executive education from Yale, emphasizing her commitment to continuous learning and professional development. Fluent in both investment advisory and consultative selling, she is dedicated to providing personalized financial strategies to business owners and executives. Caroline's unique blend of technical and financial expertise positions her as a valuable asset in the wealth management industry.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Caroline Hill

Work Experience

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Vice President, Wealth Manager at

Sage Rutty & Co., Inc

January 2023 - Present

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Wealth Manager at

Sage Rutty & Co., Inc

July 2019 - Present

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Financial Advisor at

Sage Rutty & Co., Inc

January 2018 - Present

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Financial Advisor at

Rochester Firm

February 2014 - January 2018

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Services and Solutions Executive at

Xerox Holdings Corporation

August 2013 - February 2014

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Managed Print Services Sales Executive at

Xerox Holdings Corporation

November 2012 - August 2013

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Service and Solutions Sales Executive at

Xerox Holdings Corporation

June 2010 - November 2012

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Sales Intern at

Xerox Holdings Corporation

May 2009 - August 2009

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Sales Intern at

Xerox Holdings Corporation

June 2008 - August 2008

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Caroline Hill

Education

Yale School of Management, Executive Education Program: Investment Management Theory & Practice

January 2017 - January 2018

University of Akron, Mba

January 2010 - January 2013

saint Lawrence university, B.A.

January 2006 - January 2010

East China Normal University

January 2009 - January 2009

Allendale Columbia School, High School Graduation

January 1998 - January 2006

Frequently Asked Questions about Caroline Hill

What is Caroline Hill email address?

Caroline Hill's primary email address is *****@sagerutty.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Caroline Hill work for?

Caroline Hill is a Vice President, Wealth Manager at Sage Rutty & Co., Inc, a company specializing in Monetary Authorities-Central Bank.

Where Caroline Hill graduated from?

Caroline Hill holds a degree in from Yale School of Management.

How can I directly contact Caroline Hill?

To contact Caroline Hill directly, you can use the email address *****@sagerutty.com. Complete contact information is available upon registration with Muraena.

Who is Caroline Hill?

Caroline Hill is a seasoned wealth manager and vice president at Sage Rutty & Co., Inc., where she specializes in guiding individuals and families in wealth growth through strategic investments and tax-efficient solutions. With a strong background in account management and business development, she has successfully transitioned from technology services at Xerox to financial advisory roles. Caroline's experience spans over a decade, showcasing her ability to adapt and thrive in both corporate and financial sectors. Her educational background includes an MBA and executive education from Yale, emphasizing her commitment to continuous learning and professional development. Fluent in both investment advisory and consultative selling, she is dedicated to providing personalized financial strategies to business owners and executives. Caroline's unique blend of technical and financial expertise positions her as a valuable asset in the wealth management industry.

Caroline`s contact details

mail

*****@sagerutty.com

Colleagues

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Christine Palmiere

First Vice President, Financial Advisor

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Cfp Ryleigh Mattle

Vice-President, Financial Advisor

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Rob Lohwater

Compliance Officer

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Laura Parker

First Vice President, Financial Advisor

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Katrina Smith

Vice President, Advisor

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Cfp Craig Gingerich Cp Aif Chsa

Vice President, Financial Advisor

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Brennan Redmond Cfa Cfp

First Vice President, Financial Advisor

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Cfp Jim Burke

Sr. Vice President

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Winsome Carter

Vice President, Financial Advisor

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Trevor Holly

President

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