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Carol L. Benz

President & COO LinkedIn


Carol joined the firm in 2001 and serves as President & COO providing firm management and oversight. Carol previously worked for Barclays Global Investors / BlackRock where she managed account, domestic, and international operations and the data services group. Prior to that, she worked with financial services, technology, and manufacturing clients at Ernst & Young.

Carol lives in San Francisco.


  • B.A. in Economics, Stanford University


  • California Certified Public Accountant (inactive status)
  • Recognized as one of the Forever Most Influential Women in Bay Area Business by the San Francisco Business Times
  • Member of the Schwab Advisor Services Advisory Board, 2013, 2014, 2015
  • President of the Stanford Cap and Gown Alumni Board
  • Member and past Chair of the Stanford Alumni Association Board of Directors
  • Member of the San Francisco Ballet Auxiliary; Past Chair of An Invitation to Dance; Past dinner chair of the San Francisco Ballet’s opening night gala; Past Treasurer
  • Director of the San Francisco Opera Guild; Past treasurer; Past director-at-large; Past audit committee chair
  • Committee member of the C.A. Buck Educational Foundation
  • Past member of the Board of the Merola Opera Program
  • Sustaining member of the Junior League of San Francisco
  • Founder, past president, and past treasurer of San Francisco Ballet’s ENCORE!

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