Caragh KloiberClient Service Associate
How Caragh Can Help You
As a Client Service Associate, Caragh focuses on handing the day to day functional needs within client portfolios as well as the intricate moving parts of the family office detail management.
What Makes Caragh Knowledgeable
Caragh joined Berman Capital Advisors in 2020 as a Client Service Associate. Prior to joining Berman, Caragh was Vice President, Operations and Client Services for WealthMD, a boutique financial planning firm focused on physicians. There, she helped develop and build the operations team and handled daily trading and service needs of the clients. In addition, Caragh led WealthMD’s community outreach efforts primarily supporting Children’s Healthcare of Atlanta through multiple programs.
Following her time at WealthMD, Caragh also served as Director of Client Services with a wealth management team in Buckhead assisting high net worth families with their day to day investment and protection planning needs.
Getting to Know Caragh
Caragh lives in Morningside with her husband and their son. Outside of the office, she is either traveling or planning her next adventure. Caragh and her husband have slept on all 7 continents and hope their son will achieve the same goal by age 10 – he has 3 and counting! Some of this travel is spent cheering on the University of Kentucky basketball team.