Caryn Rodman

Caryn Rodman is an Investment Manager at Kingsview Partners, based in Pembine, WI, where she is responsible for developing client portfolios, managing assets, and guiding investment strategies for individual and institutional clients. In her role, she is involved in a broad spectrum of asset classes, including equities, fixed income, and multi-asset strategies, with particular attention to personalized wealth management approaches tailored to client needs.

Prior to joining Kingsview Partners in 2025, Caryn served as Branch Manager at Citizens Bank in Wisconsin from 2016 to 2024, where she honed her expertise in financial advisory, retail banking, and team leadership. These experiences allowed her to develop a comprehensive understanding of risk management, customer service, and operational oversight within the financial services sector.

Caryn holds three associate degrees: in Human Resources Management/Personnel Administration and Leadership Development from Waukesha County Technical College, and in Business Management from Gateway Technical College. Her interdisciplinary educational background underpins her nuanced perspective on client relations and strategic investment management. Caryn is recognized for building client trust and adapting investment strategies to evolving market conditions, emphasizing a client-centric philosophy throughout her career.