Carolyn Damon

Carolyn Damon-Downs is Trading Manager at Allworth Financial, where she is responsible for overseeing the firm's trading operations and managing portfolios encompassing a total of $10 billion in assets under management. Her expertise includes supervision of equity and fixed-income trades, portfolio rebalancing, and the implementation of investment strategies for both individual clients and institutional accounts. Based in Terrace Park, OH, she plays a critical role in ensuring operational efficiency and regulatory compliance across Allworth Financial’s trading activities.

Carolyn specializes in managing a diversified range of asset classes, including equities, fixed income securities, and mutual funds, with a focus on portfolio optimization and risk management. Her work directly supports the implementation of investment models and firm-wide portfolio strategies tailored to client goals and market conditions. She is adept at navigating complex market environments and delivering consistent execution across a broad investment platform.

Prior to her tenure at Allworth Financial, Carolyn gained significant experience as a Trading Specialist at Simply Money Advisors, building expertise in trade operations and client service. She holds a Master of Business Administration in Finance and Financial Management Services from Xavier University and a Bachelor of Arts in English from Denison University, reflecting a robust analytical background and strong communication skills. Her substantial industry experience and leadership in trading operations have contributed to the growth and reputation of Allworth Financial’s investment management practice.