Carol Hartman  

Partner

Carol Hartman’s practice focuses on asset management, private banking and wealth, risk, compliance, and retirement income. She also has worked with private equity, real estate and startup companies. Carol is often retained to help clients in other industries recruit senior financial officers and board members.

In 2009, Carol joined Caldwell Partners from a boutique firm she founded 15 years prior. Before becoming an executive search consultant, she held positions with Oppenheimer's ALM Group, Kidder Peabody, Dean Witter Capital Markets and Sutro & Co. Her work at these firms provided her with a strong management background and a deep understanding of institutional fixed income and equities, corporate finance, plus investment products. This has proven valuable when consulting with clients about competitive intelligence, market trends and dynamics, positions in their companies, and search strategy.

Carol’s clients have great confidence in her in-depth assessment of candidates, and her ability to align client and candidate values with cultural fit. The long term client relationships she maintains are a testament to her reputation and dedication to quality.

She is a member of the board of trustees at Claremont McKenna College. Carol also serves on the board of advisors for both the Henry Kravis Leadership Institute and the Financial Economics Institute. She is also a leader in the Retirement Income Industry Association.

Carol has a Bachelor of Arts in economics from Claremont McKenna College.