Carolyn Marie Margiotti

Ms. Carolyn M.
Margiotti, CFA MBA, is a Portfolio Analyst at Boston Partners Global Investors, Inc. She has extensive experience with all of the firm’s strategies.
Ms. Margiotti also serves as a member of the relationship management team managing a number of the firm’s key relationships and has over 28 years of industry experience.
Prior to joining the firm in 2005, Ms. Margiotti was the manager of investments for PG&E Corporation where she managed over $12 billion in pension, 401(k) and taxable trust assets.
Her primary responsibilities included strategic asset allocation, investment strategy recommendations and investment manager selection and oversight.
Ms. Margiotti is a former member of the Financial Women of San Francisco, served as Scholarship Committee team leader for many years.
She has been an adjunct professor at the University of San Francisco and an instructor for the CFA review program.
Ms. Margiotti holds a B.S.
degree in industrial management and finance from Purdue University and an M.B.A.
degree from the McLaren School of Business at the University of San Francisco.
She holds the Chartered Financial Analyst designation, FINRA licenses 7 and 63.