Carolyn Patton, CFA
Director of Business Development
Carolyn is Director of Business Development at SGA and she is responsible for developing institutional relationships with plan sponsors and intermediaries including consultants.
Prior to joining in 2020, Carolyn was an entrepreneur and Founder of Belrose Advisors LLC, a consultant firm providing strategic planning and distribution insights for asset management organizations. Previously, she was the Head of Distribution, Americas at First State Investments and Managing Director, Head of East Coast Sales and Americas Head of Consultant Relations at Deutsche Asset Management. Prior to Deutsche, Carolyn was Executive Managing Director and Principal at Turner Investments, leading the global distribution team.
For over six years, she lived in Denver, Colorado and was Global Head of Consultant Relations at Janus Capital Group representing all asset managers within the multi-boutique including Janus, INTECH, and Perkins. Before Janus, Carolyn was based in London, England, and in West Conshohocken, PA. She was Managing Director at Morgan Stanley Investment Management Ltd. and Morgan Stanley Investment Management, respectively. She also worked at Delaware Investments, now known as Macquarie Group, and started her career at SEI Investments.
Carolyn served as President of the Association of Investment Management Sales Executives (AIMSE) where she spearheaded the creation of the AIMSE Scholarship program, in partnership with the Toigo Foundation, to promote diversity and inclusion within the asset management industry. She held FINRA Series 24, 7, 6 and 63 licenses. Carolyn is a CFA® charterholder and a member of the CFA Society of Philadelphia. She received her Bachelor of Arts in Economics from The University of Virginia.