Caitlin O’ConnorClient Services Associate

Caitlin joins the Independent Wealth Management team with over 12 years of client service experience.  She takes great joy in helping others and her caring approach shines through when working with clients each day. In addition to assisting in the delivery of client service functions, Caitlin plays a critical role in technological enhancements at IWM.  Having grown up on the water, Caitlin enjoys spending time outdoors and appreciating nature. Additionally, she enjoys fitness, art and volunteering as a Certified Senior Citizen Fitness Instructor.