Carrie Malatesta

Carrie graduated from the College of the Holy Cross, where she earned a Bachelor of Arts in Political Science and was a member of the women’s rowing team. Prior to joining Bogart Wealth, Carrie began her career in asset management as part of a professional development program. She later transitioned into a client service role at a wealth management firm in Arlington, where she honed her expertise supporting high-net-worth families as they navigated their financial landscape.

Outside of work, Carrie enjoys cooking, baking, staying active, and spending time with friends and family. She is also actively involved in her community through the Junior League of Washington, D.C.