Janel E. Carroll, CPA, CFP®


Multi-Family Office Director

Janel E. Carroll, CPA, CFP® is a graduate of the University of Notre Dame with a degree in Accounting. Before joining Truepoint Capital in 1995, Janel worked both as a Senior Auditor for Deloitte & Touche and as an Analyst for GE Capital. Janel employs her unique combination of analytical and organizational management skills in leading the operational, compliance and administrative teams of the firm. Prior to assuming her management role, Janel leveraged her extensive financial planning knowledge and experience in working closely with clients' on the design, development and implementation of personal financial plans. Janel serves as the Treasurer for ballet tech Cincinnati, and in 2008 is also co-chairing Artwork's annual fundraiser entitled Secret Artworks.

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