Jolyne Caruso’s career has spanned global capital markets, alternative asset management and private wealth management, serving in leadership roles at major investment banks and boutique firms. Jolyne most recently served as divisional vice chair of Global Wealth Management at UBS. She oversaw the Family Office Consultant business that comprises the firm’s top 100 wealth advisors who serve UBS’s largest and most sophisticated clients. Since leaving UBS, she founded Eriu Advisors, a strategic advisory firm working with emerging funds and family offices.
Prior to joining UBS, Jolyne founded and for 9 years led The Alberleen Group, a boutique investment banking and advisory firm serving privately held companies and sourcing and structuring private direct investments for families.
She previously worked as global head of Absolute Return Strategies at Lehman Brothers and served on the firm’s management committee. Prior to Lehman, Jolyne was co-founder and president of Andor Capital Management, a $7.0 billion equity long/short hedge fund. From 1992 to 2001, she was managing director and head of Equities Americas at JP Morgan and was chairman of JP Morgan Securities. She began her career in institutional equities at Bear Stearns.
Jolyne earned a B.A. with honors from Barnard College, Columbia University, and is chair emerita of Barnard’s board of trustees. She currently serves on the advisory council of Columbia University’s Entrepreneurship Program, Barnard College’s investment committee and is chair of the board of Align Impact, an impact focused registered investment advisor. She is married to Shawn FitzGerald, whom she met while both were undergraduate students at Columbia, and they have 2 adult children.
