With over 10 years’ experience in sales and account management, Carly enjoys working closely with clients and prospects to help them understand the value of cost segregation studies. Carly covers the NY, NJ, and CT region for Capstan. She is dedicated to building strong relationships with her clients and considers her clients to be partners with Capstan. With a background in financial services and research, Carly is experienced with meeting tight deadlines and exceeding client expectations. Carly provides customized in-house CPE for your team, and is a regular presenter of Capstan webinars. 


Carly lives in Greenwich, CT with her husband, young daughter and dog. She enjoys spending time with her family and friends and traveling to new places around the world.

Carly holds an MBA from Boston College’s Carroll School of Business and a Bachelor of Arts from Villanova University.
  • Area of Expertise
  • Engineering-based Tax Strategies
  • Commercial Real Estate
  • Depreciation
  • No. of Professionals Trained68

  • Rating

    4.7

    62 reviews

  • No. of Webinars02

On Demand Videos

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STRATEGIC ALTERNATIVES TO QIP

userCarly Ferris

adviserCapstan Tax Strategies

4.7 (62)

PAST WEBINARS

Strategic Alternatives to QIP
FREE 1 CPE | 1 CE Live

Strategic Alternatives to QIP

userCarly Ferris

adviserCapstan Tax Strategies

NICHE TOPIC
4.6 (38)
Dec 12, 2019 12:00 PM EST
Strategic Alternatives to QIP
FREE 1 CPE | 1 CE Live

Strategic Alternatives to QIP

userCarly Ferris

adviserCapstan Tax Strategies

NICHE TOPIC
4.6 (25)
Nov 21, 2019 12:30 PM EST