Cara joined Wingate in September 2021 and serves as a Senior Client Relationship Administrator. In this role, she is responsible for maintaining strong client relationships and is often the first point of contact for clients. Cara manages a wide range of activities, including money movement, account transfers, and general account inquiries, and works closely with the operations team to ensure an excellent client experience. She also coordinates meetings with outside professionals such as attorneys and accountants.

Cara brings years of sales support experience with a proven track record in customer service, marketing, and project management. Prior to joining Wingate, she worked for six and a half years at Morgan Stanley, most recently as a Portfolio Associate / Senior Registered Associate. In total, Cara has over 15 years of experience supporting client relationships in various capacities. She holds her Series 65 license and the Financial Paraplanner Qualified Professional™ (FPQP®) designation. Cara attended Northeastern University, where she was a member of the Women’s Soccer Team.

Cara resides in Gardner, Massachusetts with her husband and son. In her free time, she enjoys spending time with family and friends, hiking, going to the beach, and kickboxing several times a week. She is actively involved in her community, volunteering at school events, coaching youth soccer, and supporting organizations such as Best Buddies, Brain Tumor Alliance, and the Boys and Girls Club.