Kaitlyn Carrai

Kaitlyn Carrai joined Joel Isaacson & Co., LLC in 2023.

She is passionate about serving clients and ensuring that they have peace of mind when it comes to wealth management needs. She has a “can do” way of approaching her role at JICO and believes that fostering strong relationships with both clients and colleagues is fundamental to creating a high-performing team.

Prior to joining JICO, Kaitlyn spent 2 years at LPL Financial and 1 year at Vanguard where she had worked closely with numerous financial advisors across the US, focusing on high-net-worth individuals. Her expertise in analyzing complex financial situations has enabled her to contribute to the development of strategies and solutions that has had a meaningful impact for advisors and their clients. She believes it is incredibly rewarding to see the positive outcomes of her efforts and to watch clients achieve their financial milestones. Being an integral part of the process and helping transform financial goals into reality fuels her passion for this profession.

Kaitlyn received her BSBA with a concentration in Finance from the University of North Carolina at Charlotte. She had also obtained her Series 7 and Series 63 licenses which contributes to her enhanced financial knowledge of investment products and securities.

She currently lives in Midtown, New York and loves the fast-paced environment of the city after living in the south most of her life. She enjoys dancing, yoga, spending time with family and friends, and traveling to new places.