Carolyn Roberts - Senior Investment Consultant Current responsibility Carolyn is a senior investment consultant in the San Francisco office of Milliman.Experience Carolyn joined Milliman in December 2005, having worked as a principal and senior consultant with Milliman San Francisco's investment consulting principals at their predecessor firm from 1995 to 1998. Previously, Carolyn was risk manager and senior consultant at SunGard Advisor Technologies, where she worked with national financial service companies to structure customized, Web-based investment programs. Before that, she served as an investment officer at CalPERS, where she oversaw externally managed international equity portfolios in excess of $30 billion. Carolyn has provided a full range of consulting services for defined contribution and defined benefit plans at Wyatt Asset Services. Carolyn started her investment consulting career in 1984 in A.G. Becker/SEI's San Francisco office, where she served as a consulting liaison to clients and provided customized performance and risk analysis. She subsequently joined Callan Associates as a senior analyst for performance measurement and portfolio audit services. After relocating to Sacramento, Carolyn spent three years as a product manager for an investment management firm, with primary focus on developing a charitable remainder trust investment program for eleemosynary institutions.Education BS, Education, Lesley College. |