Eileen Carlson

Eileen Carlson

Director of Client Service

“Being able to empathize with every client’s concerns is essential for this role. Of course, it helps knowing that so many of my clients and I are in comparable stages of our financial lives.”

Eileen joined Canby as a client service manager in the spring of 2018. She brings a wealth of industry experience to this role, having previously served as a brokerage assistant at Tucker Anthony & RL Day and as a client service manager at New England Research & Management, Boston Financial Management, and Integrated Financial Partners.

She enjoys working closely with individuals and families to help solve their complex financial challenges. The most rewarding part of her job? Witnessing firsthand how the process of formulating an effective plan can give clients greater confidence and control over their financial lives.

Born in Pittsburgh, Pennsylvania, Eileen earned her bachelor’s degree in marketing and economics from Boston College and is a loyal Screaming Eagles fan. She lives in Sudbury, Massachusetts with her husband, Jamie. Although none of their four children are BC alum, they have nested happily in colleges north, south, east, and west of Boston.

Outside the office, Eileen enjoys skiing, gardening, yoga, sports and following the exploits of her oldest daughter Caroline, a wildland firefighter currently working for the National Forest Service in Idaho. Eileen is an active member of Our Lady of Fatima church in Sudbury.