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Carolina Fernandez, is an Author, Artist and Advisor.

By day, she works in Private Wealth Management as a Registered Financial Advisor and Portfolio Manager. She holds the Series 7; Series 66 (63 and 65); Life, Accident and Health Insurance Licenses; and the Long Term Care, Financial Planning Specialist, Alternative Investments and Guided Portfolio Management Certifications. In addition to serving individual high net worth clients, primarily women investors and Art & Entertainment Professionals, she works with entrepreneurs who seek early stage equity raises or debt restructuring in the mid-market investment banking space. She is aligned with Source Capital Group, a boutique independent investment bank and brokerage headquartered in Westport, CT. Previous to Source Capital, Carolina worked at Morgan Stanley Smith Barney. Previous to Morgan Stanley Smith Barney, she worked at Merrill Lynch. Previous to Merrill Lynch, she worked at Dupree & Co., a municipal bond house.

An artist, she dabbles in the domestic, visual, and performing arts, undertaking projects ranging from hooking rugs to painting in oils to singing onstage in Carnegie Hall. She has developed strong convictions about the role of the arts in child development, and is committed to inspiring creativity in people of all ages. She is a Founding Principal of ARTES Advisory, an art advisory firm which provides advisory services to individual collectors. She is also Editor-at-Large for ARTES Magazine, an e-magazine celebrating the fine arts.

Author of two books, her roughly two hundred published articles have been syndicated by more than 60,000 unique online sites, blogs, newspapers, magazines, and anthologies. She has been quoted in such publications as NewsDay, Parenting, Good Housekeeping, Redbook, Nickelodeon, BottomLine Personal and Advertising Age. She has appeared as a guest on radio and television programs across the country, including the FOX Business News program “Your World with Neil Cavuto.”

Her third and current book project, What Color is Your Handbag,? is a creative guide for women investors. It takes an innovative, provocative approach to money management by examining the intersection of money and three integral determinants: gender, personality and psychology. This approach lays a framework for money management based on Modern Portfolio Theory in the context of these three, and creatively communicates the language of Wall Street so that women of all stripes finally understand money. Carolina’s mission is to turn the paradigm of Wall Street and the way in which personal finance is currently communicated upside down, using her artistic sensibilities and in-the-trenches client interactions to communicate lessons in money management so that every woman understands what we can do with money: earn it, spend it, save it, invest it, and give it away.