A woman with long black hair in a dark blazer stands outdoors, smiling. The background features a blurred building facade with large windows.

Carol Chang

Client Service Associate
Carol Chang

Carol was born and raised in San Francisco and attended college at UC Santa Cruz. She has a BA in Business Management Economics.

As a new member of Griffin Black’s Operations team, she brings her enthusiasm when meeting with team members and their clients. She aims to provide exceptional service and is committed to helping whenever possible.

Professional Degrees & Credentials

  • Bachelor of Arts: Business Management Economics, UC Santa Cruz

Personal

I am a mother of two beautiful children whom I love very much. Other than my children, I have a great love for the outdoors and hiking with friends. One of my favorite local hikes is Mission Peak in Fremont. The hike may be a little more strenuous, but I am always up for a challenge. Also, if you have any hikes you recommend, please send them my way!

Mountain landscape with rocky cliffs, pine trees, and grassy foreground under a cloudy sky. Two hikers are visible in the distance.

Let’s Get Acquainted

What can we help you find?

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Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)
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Altruist®

  • e-Delivery – Going Paperless​
  • Tax Documents (1099, 1099R, etc.)
  • ​Account Statements
A laptop screen displaying a financial management dashboard with account balances, net worth, investment details, and financial goals for users named James and Stephanie Chaplin.

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budget & Spending
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NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications