As Director within Learning and Development at Pathstone, Carly Bradshaw empowers teammates to grow into their fullest potential, designing programs and resources that foster both professional and personal development. She champions a culture of learning by nurturing internal leaders who bridge teams and initiatives, ensuring consistency and connection across the organization. In her advisory work, Carly is a steady, trusted presence—listening deeply, distilling complex needs, and delivering thoughtful solutions that allow clients to focus on what matters most to them and their families.

Carly’s approach is rooted in genuine curiosity and a passion for service. She thrives on building relationships—whether guiding clients through generational transitions or collaborating with colleagues and professional partners. Her ability to listen intently and respond with clarity makes her a valued confidante, especially for clients who appreciate a personal touch. Carly’s warmth, trustworthiness, and light-hearted spirit create an environment where both clients and teammates feel seen, heard, and supported.

For Carly, a meaningful life is one spent bringing people together and championing their growth. As an extreme extrovert, toddler mom, and dedicated volunteer, she finds joy in fostering connection—whether at home, in her community, or with her Pathstone family. Carly believes in the power of vulnerability and strives to empower everyone she meets to become their best selves, guided by the conviction that true connection is always worth the risk.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.