Caitlin Gingerich

Caitlin serves as Business Manager at Cooper Investment, where she partners closely with a financial advisor to drive operational excellence, enhance the client experience, and support the firm’s overall success. Since beginning her career in the financial services industry in 2017 at Bank of America and Merrill Lynch, she has built a strong foundation across production, leadership, and support roles, providing her with a well-rounded perspective on how high-performing advisory teams operate.

Known for her steady, organized presence, Caitlin brings structure and clarity to the business behind the scenes, allowing advisors to focus on building meaningful client relationships. She plays an active role in streamlining processes, anticipating needs, and ensuring clients receive a consistent, high-quality experience. With a collaborative, detail-oriented approach, Caitlin is passionate about strengthening partnerships, supporting team growth, and promoting financial literacy to create long-term value for both clients and the firm.