001025

Carolyn Horadan

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Ms. Horadan is Founder and Managing Director of South Cove Financial LLC, a private wealth management firm serving hundreds of individuals and their families since 2016. Ms. Horadan has been in the business for over 25 years with a breadth of experience managing investments and guiding financial decisions for individuals and institutions in various capacities. Prior to founding South Cove Financial, LLC, Ms. Horadan previously worked for two private wealth management firms in the Seattle area where she managed U.S. equity and bond portfolios for client accounts totaling in excess of $4 Billion. She invested assets for Ultra High and High-Net worth individuals, foundations, corporations, and trust accounts. During this time, as sole portfolio manager, she served on both investment committees and was Head of Investments for Highland Private Wealth Management. Ms. Horadan has a strong institutional background. She has designed and managed portfolios in excess of $20 Billion for Fortune 100 Companies, when she worked as a Consultant/Co-Lead Consultant for Mercer. She was hired on to help Mercer pioneer and bring on their first discretionary and highest revenue generating client. Ms. Horadan also has experience as a co-portfolio manager for Rigel Large Cap Growth Fund. She served under George Kauffman, Founder and CIO of Rigel Capital for several years. After serving as a risk analyst for U.S. equities, Ms. Horadan was promoted and co-managed the firm’s $2 Billion mutual fund. In her early career days, Ms. Horadan first established herself in the industry as a U.S. equity trader then broadened her abilities and became a U.S. bond trader. Ms. Horadan has published work, spoken at conferences, and held private educational events on investing. She received her MBA in Finance at Paul Merage School of Business at University of California - Irvine.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Education

Instructor Events

Support Our Cause

The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.

HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn More

Why Join FFE ?

The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!
1 Easy online registration form
2 Free Training Videos with FFE On Demand
3 Free One On One Private Messaging with your very own Personal Financial Coach
4 Stay in the know with the most current news and blogs dealing with personal finances
5 Receive real time notifications about upcoming classes being taught in your area
6 Take control of your finances through unbiased fiduciary education from a Certified Financial Fiduciary®
FOLLOW THIS INSTRUCTOR