Caitlin Khoury in

Caitlin Khoury

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Retirement Consultant at Capital Strategies Investment Group
📍 Greater Chicago Area, United States

Caitlin Khoury is an experienced Retirement Consultant at Capital Strategies Investment Group with nearly a decade of expertise in retirement plan consulting. A graduate of Saint Louis University, she supports the firms fiduciary investment advisory capabilities by conducting research and contributing to client projects and publications.

Outside of her direct role, Caitlin has a global perspective, having studied abroad in Madrid, Spain. She is a proponent of positive workplace culture, believing in the importance of autonomy, recognition, and growth opportunities for employees. She also follows publications like The Wall Street Journal.

Caitlin is an active supporter of professional womens initiatives, promoting events like her firms Womens Forum.

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Experience
9 Years
Current Role
Retirement Consultant
Location
Greater Chicago Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Caitlin cares about

Retirement Consulting
Her career is dedicated to retirement plan consulting, where she conducts research and supports client service initiatives for Capital Strategies Investment Group.
Women in Finance
She publicly shared her excitement for her firm's Women's Forum events, indicating a strong interest in supporting female colleagues and industry initiatives.
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Career

Work history

7-2015 - 8-2024
Retirement Consultant
Capital Strategies Investment Group
2-2015 - 4-2015
Tax Intern
Commerce Bank
7-2014 - 8-2014
Audit Intern
Legacy Professionals LLP
In the press

Media appearances

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Education
2011 - 2015
Bachelor of Science in Business Administration
Saint Louis University
2013 - 2013
Study Abroad
Saint Louis University - Madrid, Spain
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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