Women in Finance 2020

Hope Carlson

  Lead Advisor - Dowling & Yahnke Wealth Advisors

Hope Carlson, who is a Lead Advisor, joined Dowling and Yahnke in 2017. Previously, she spent six years as the Chief Development Officer for the San Diego Museum of Man. Her additional experiences include strategy consulting with the Boston Consulting Group and serving as the Interim Executive Director for the San Diego Civic Youth Ballet.

At Dowling & Yahnke, Hope co-leads the Firm’s Legacy & Philanthropy Practice Area. “Helping clients with their philanthropic goals is very fulfilling. I love facilitating conversations that allow families to align their values and better understand how to structure their philanthropy across generations,” explains Hope. “Designing tax-smart giving strategies is another passion of mine.”

Hope is also instrumental in the D&Y Women’s Initiative. “As a mother to two daughters, I especially value how D&Y supports women. Empowering our female clients and colleagues, as well as women in our broader community, is very meaningful to me.”

Hope holds a Master of Business Administration (MBA) from Harvard Business School where she was a Baker Scholar, graduating in the top 5% of her class. She also obtained her Master of Music in Vocal Performance and Literature from the Eastman School of Music and holds a Bachelor of Arts in Economics with Highest Distinction from the University of Virginia.

Trained as an opera singer, Hope is passionate about music and the arts. She serves on the boards of the La Jolla Playhouse and the Harvard Business School Club of San Diego.

Hope Carlson can be reached at (858) 509-9500 or hope.carlson@dywealth.com