Carrie Clark serves as the Director of Operations for Advocacy Trust. Carrie brings over 25 years of experience in the financial services industry and over 20 years of trust management experience. Carrie started her career at Morgan Stanley Dean Witter in 1997. Prior to joining Advocacy Trust, she was Executive Vice President for the past seven years with a private trust company serving the American Armed Forces. Carrie also served as Director at UBS Trust Company. 

As Director of Operations, Carrie’s responsibilities include planning, directing, coordinating, and overseeing operations activities at Advocacy Trust. She is also responsible for ensuring the development and implementation of efficient operations and cost-effective systems to meet the current and future needs of the organization. She works with the leadership of Advocacy Trust to oversee the organization’s operations, meet business goals, and collaborate on strategic plans for the company. 

Carrie graduated from The University of Delaware with a Bachelor of Science in educational studies. Carrie’s professional designations include Certified Trust and Financial Advisor (CTFA), Certified Fiduciary and Investment Risk Specialist (CFIRS©), and Accredited Fiduciary Investment Manager (AFIM©). Carrie spends her free time with her teenage son as a travel baseball mother.