Caroline Palmatier

Maine State Icon Brunswick, Maine
Client Relationship Associate
Person Icon

About Caroline

Caroline Palmatier had more than a decade of experience in the wealth management industry when she became part of the EP Wealth Advisors family in 2022. Caroline’s previous roles included Director of Operations at Cribstone Capital Management and Account Manager at Stone Coast Fund Services. At Stone Coast, she spent seven years working with hedge funds and leading multiple large, complex client relationships with full-scope accounting and administration services, providing compliance and regulatory support, interim and annual audit planning services, and producing annual financial statements. Caroline enjoys applying logical problem-solving strategies to help clients work through their financial needs, especially when there’s a lot of emotion involved. She finds that developing the best solution requires recognizing the importance of understanding the emotion or driving force behind each situation. Outside the financial world, Caroline enjoys spending time with her husband, Mason, and their two young sons, as well as hiking, traveling, cooking and relaxing by a lake or on the beach. Caroline’s other professional interests have included two years in the beverage industry, selling fine wines to restaurants and independent retailers, during which time she earned her WSET Level 3 Award in Wines—globally recognized as that industry’s international standard. Caroline and her husband also previously owned and operated the Little Dog Coffee Shop, a well-loved community cafe in Brunswick.

Certificate Icon


University of Maine, B.S., Business (Finance)

How can Caroline help?


Office Building Icon