Carolyn Herzog
Login to view DISC.Carolyn Herzog is the Chief Investment Officer, Wealth Advisor, and Managing Member at Corvus Wealth Advisors. A Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), she previously managed approximately $1 billion in assets at Capital Group. She earned her MBA from the Haas School of Business at UC Berkeley.
Deeply involved in her San Luis Obispo community, she serves on multiple committees and boards. She lives with her daughter and enjoys outdoor activities like hiking, paddle boarding, running, and exploring tide pools.
She is the Board Chair for the French Hospital Medical Center Foundation, guiding its philanthropic and community health initiatives.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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