Senior Relationship Manager
Bettina serves as Senior Relationship Manager with over 25 years of experience in the financial services industry. Bettina’s role is to assist the firm’s investment advisors with client service, reviews, planning, and security trading.
Bettina graduated Magna Cum Laude from SUNY Institute of Technology (now SUNY Polytechnic Institute), with a Bachelor of Professional Studies in Business Public Management. Prior to joining Caruso Mclean, she was Client Associate and Relationship Manager for a team at M. Griffith Investment Services, and most recently Senior Client Specialist at R. W. Baird in New Hartford, NY.
Bettina is an avid runner and enjoys skiing, hiking, and biking in the area. She lives in Barneveld, NY with her husband, Ed.
- Series 7 General Securities
- Series 63 State Uniform Securities
- Series 65 Investment Adviser