Experience

• 18 years industry experience

• Previously worked at Goldman Sachs

• CFP® certificant

• Series 6, 7, 63, and 66 FINRA registrations

• BA Economics, Harvard University

Carolyn Oh, CFP®
Director

Carolyn joined JSO Partners in 2018. She works closely with our early and mid-career clients to develop comprehensive financial plans and investment strategies. Prior to joining the firm, Carolyn was a vice president at Goldman Sachs where she worked for 13 years and held positions in derivative operations and technology. She is a CFP® certificant and holds her Series 6, 7, 63, and 66 securities registrations.

Carolyn graduated with honors from Harvard University with a concentration in economics. She and her husband Michael live in Langhorne, PA. The couple are active at their church where Carolyn serves as a Sunday school teacher. In her spare time, Carolyn enjoys music, the theater, and spending time with her nieces and nephew.