Caroline Martelly

Caroline Martelly is a Portfolio Investment Analyst at Evercore Wealth Management, LLC in New York, NY, where she is responsible for investment research, portfolio analytics, and supporting multi-asset investment strategies for ultra-high-net-worth clients and family offices. Her work focuses on asset allocation across equities, fixed income, alternatives, and private investments, with particular sector involvement highlighted by her active participation in industry groups such as 100 Women in Finance, reflecting engagement in global capital markets and diversity initiatives.

Prior to her current role, Caroline served as a Portfolio Investment Assistant at Evercore Wealth Management, gaining experience in client service and operational support, and is also committed to industry mentorship through her volunteer work at Student Sponsor Partners. Her career thus far demonstrates expertise in cross-border and international finance and a dedication to advancing women in the investment sector.

Caroline holds a Bachelor's degree in International Business and Finance from Florida International University, complemented by further study in Rome, Italy and at Institut Français de la Mode, and an MBA in Luxury Retail Marketing, Brand Management, and Strategy from Georgetown University McDonough School of Business. Her background equips her with specialized knowledge in global finance, luxury sector investments, and strategic portfolio construction, supporting both institutional and private clients.