Our Team

Born and raised in Birmingham, Alabama, Carlee earned her bachelor's degree in accounting from the University of Alabama's Culverhouse College of Business and honed her finance skills with previous roles in wealth management, financial planning, and trust operations within a multi-family office. As an Investor Relations Account Executive, Carlee brings a distinguished track record of advancing client communications and deepening her knowledge of public and private investments. Equipped with several financial certifications, including the Series 7 and Series 63, she has proven her unyielding commitment to excellence and creativity in the financial sector. Outside of Spectra Capital, Carlee is passionate about teaching group fitness. She has taught a combination of spin, barre, and strength classes for over four years. She also spends her time volunteering and fundraising for the American Cancer Society, as she has personally raised hundreds of thousands of dollars for ACS in her lifetime. Carlee enjoys spending time outdoors with her golden retriever, Wilbur, and traveling to the beach.