Carli is a Wealth Manager at Tribe, specialising in providing investment advice to purpose-driven organisations and helping them create change through the impact of their investment portfolios. She has a deep understanding of the requirements and challenges charities and non-profit’s face and works with her clients to help match their financial objectives with their core values, strengthening the charity’s overall mission.
Carli has worked in financial services since 2007 and joined Tribe from HSBC Private Banking where she was an Associate Director in the Charities & Education team. Prior to that, Carli worked for PricewaterhouseCoopers (PwC) in external audit and management consulting. Carli is a Certified Public Accountant, a Chartered Fellow of the Chartered Institute for Securities & Investment, a Certified Anti-Money Laundering Specialist and holds a Certificate in ESG Investing from the CFA Institute. She graduated with honours from Ohio University’s College of Business with a BBA in Accounting and is currently studying at Cranfield University for a MSc in Management and Leadership.