Caron Chan, CFP

Caron Chan
Vice President

Institutional knowledge is key and serves as a concrete foundation to any business. Caron’s 10+ years with the team provides a pivotal component of that base. From her early years, Caron’s focus on our clients’ experience has been her guiding principle. Whether the execution of onboarding new families as a client associate, the mapping of a wealth transfer strategy and implantation structure as a senior analyst, or the more recent buildout of our entirely new Kore client reporting tool as head of reporting, she has rallied around a steady, consistent theme: finding the best way to communicate with and help our clients understand and achieve their goals.

Caron’s role at Kore focuses on client reporting and planning, tackling the most complex needs and distilling them into tangible, easy-to-relate-to flows of information, asset allocation and reallocations. Her proudly achieved CFP® designation gets to fully stretch its legs as she applies Kore’s new tools and capabilities to tailor each client’s financial roadmap. 

She was married shortly after the launch of KORE. and lives and works in California with her husband and their two pets.

T: 212-321-4231

  • BBA, finance, Baruch College

  • Bodner Sax Group, Merrill Lynch
    Bodner Sax Group, UBS

  • Kore Private Wealth, LLC


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