Polly Carpenter has seen it all. She’s participated in nearly four decades of the financial industry’s evolution. She guides us with her creative vision and oversees Carpenter Group’s overall management.

Polly has brought a passionate commitment to financial services marketing since founding Carpenter Group in 1982. She’s helped navigate hundreds of clients through the dramatic expansion of the financial services industry since the 1980s. She has been involved in the launch of many of the country’s best-known financial services brands in areas such as mutual funds, separately managed accounts, ETFs, retirement platforms and annuities, resulting in many billions of assets raised.

Skowhegan School of Painting and Sculpture
BFA, Rhode Island School of Design