Carla Lovastik is a family office services associate responsible for business development support and administration. She assists with pipeline management, scheduling, proposal support and contracting. In addition, Carla works with the GenSpring investment and wealth strategists providing assistance to GenSpring client families on a variety of issues, including capital sufficiency modification, coordination of deliverables, tax planning, special projects, budgeting and support in financial reporting.
Carla joined GenSpring in 2001 and since that time has held multiple positions of increasing responsibility within the firm. She has also been involved in forums that showcase GenSpring’s intellectual capital, including Women’s Retreats, Next Gen Forum and GenSpring’s Women & Wealth Initiative. Prior to that, she worked in accounts receivable/accounts payable at Carolee Designs, a fashion jewelry company as an accountant.
Carla is a graduate of Monroe College where she received her BS in Accounting.