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Carol L. Benz

Managing Principal, Chief Operating Officer

Carol joined the firm in 2001 and serves as Managing Principal with Kevin Dorwin. Carol also serves as the firm’s Chief Operating Officer and is responsible for firm management, including finance and reporting, portfolio operations, human resources, compliance, technology, strategic planning, and office administration. Prior to joining the firm, Carol worked for ten years for Barclays Global Investors (currently known as Blackrock) where she managed account operations, domestic operations, international operations, and the data services group and for three years with Ernst & Young as a Supervising Senior where she worked with insurance, technology, and manufacturing clients.

Carol lives in San Francisco.

Education
  • BA in Economics, Stanford University
Highlights
  • Carol Benz is a Certified Public Accountant (inactive status) in the state of California
  • Recognized by the San Francisco Business Times as one of the Most Influential Women in Bay Area Business for 2016 and 2017
  • Member of the Schwab Advisor Services Advisory Board, 2013, 2014, 2015
  • Chair of the Stanford Alumni Association Board of Directors
  • Member of the Stanford Cap and Gown Alumnae Board
  • Member of the San Francisco Ballet Auxiliary
  • Director for the San Francisco Opera Guild
  • Committee Member of the C.A. Buck Educational Foundation
  • Sustaining Member of the Junior League of San Francisco
  • Previously served as president and treasurer of the San Francisco Ballet’s ENCORE!, as a member of the board of the Merola Opera Program, as chair of An Invitation to Dance (the San Francisco Ballet School’s 2015 Student Showcase), as treasurer of the San Francisco Opera Guild, as treasurer and executive committee member of the San Francisco Ballet Auxiliary, and as Dinner Chair of the San Francisco Ballet’s 2010 opening night gala
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