Whitley Carroll

Whitley Carroll currently serves as Vice President at iCapital, a position held since May 2024 following the acquisition of Mirador, LLC, where Whitley was Vice President of Reporting from June 2022 to May 2024. Prior to that, Whitley held the role of Director of Client Service at SS&C Advent from May 2012 to June 2022. Whitley Carroll's education includes a degree in Financial Planning from the University of North Florida and specialized training as a Portfolio Manager and Sector Analyst in Consumer Staples and Discretionary sectors.