Cari WallingSenior Client Service Associate
Cari joined Procyon following the merger with Pivotal Planning Group, LLC in 2021.
Cari began her career in financial services as a Sales Associate at Credit Suisse (formerly Donaldson, Lufkin and Jenrette) in 2000. She spent 12 years supporting high-net-worth individuals, institutions and family offices with their financial planning and execution. Cari made the decision to move to Saratoga Springs in 2011, where she joined The Ayco Company, a wholly owned subsidiary of Goldman Sachs & Co. While at Ayco, she headed up the Goldman Sachs Investment Services team. The team was primarily responsible for supporting the Managing Directors of Goldman Sachs along with Private Wealth Management clients and their self-directed management of assets.
While skiing in Killington, VT, Cari met her husband, an FDNY Firefighter. From there, she made the transition to Long Island in 2016 to start a family. She spent two years as a Financial Advisor at AXA Advisors before joining Pivotal in 2019.
In her free time, Cari enjoys bike riding and spending time with her family.