Caroline Glidden

Assistant Vice President, Financial Planning @ Kaufman Hall

About Caroline Glidden

Caroline Glidden serves as the Assistant Vice President of Financial Planning at Kaufman Hall in Chicago, Illinois, a position she has held since 2024. She has a background in investment banking and research, having worked at various firms including Oaklins DeSilva+Phillips and Brown Gibbons Lang & Company.

Work at Kaufman Hall

Caroline Glidden currently serves as Assistant Vice President of Financial Planning at Kaufman Hall, a position she has held since 2024. Her role involves overseeing financial planning initiatives and contributing to the strategic financial management of the organization. Prior to this position, she worked as a Senior Associate in Financial Planning at Kaufman Hall from 2022 to 2024, where she gained significant experience in financial analysis and planning.

Education and Expertise

Caroline Glidden earned her Bachelor's degree in Economics and Biological Sciences from the University of Chicago, where she studied from 2015 to 2019. Her educational background provides her with a strong foundation in analytical and quantitative skills, essential for her roles in financial planning and investment banking.

Background

Caroline Glidden has a diverse professional background in financial services and research. She began her career with internships at Weill Cornell Medicine, where she worked as an intern from 2015 and as a research assistant from 2015 to 2017. She later transitioned to investment banking, holding positions at Oaklins DeSilva+Phillips and Brown Gibbons Lang & Company, where she developed her expertise in financial analysis and investment strategies.

Previous Roles in Investment Banking

Before her current role at Kaufman Hall, Caroline Glidden worked as an Investment Banking Analyst at Oaklins DeSilva+Phillips from 2019 to 2021, and as an Investment Banking Analyst at Brown Gibbons Lang & Company from 2021 to 2022. Her experience in these positions involved conducting financial analyses, preparing pitch materials, and supporting client transactions.

Internship Experience

Caroline Glidden gained early experience in the medical and research fields through internships at Weill Cornell Medicine. She worked as an intern from 2013 to 2015 and later as a research assistant from 2015 to 2017. These roles contributed to her understanding of research methodologies and data analysis, skills that are applicable in her financial planning career.

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