About Karen
Karen joined the firm as an Investment Advisor Representative in 2005 and currently serves as a Institutional Consulting Analyst. Her responsibilities include researching new investment opportunities and monitoring existing investments. Her background includes twenty-six years of experience in the financial markets, including her role as a Money Market Officer of Nippon Credit Bank. Karen holds a BA in Economics from Vanderbilt University, an MBA in Finance from the University of Connecticut, and a Certificate in Financial Planning from Fairfield University. Karen is a CERTIFIED FINANCIAL PLANNER™ certificant.
Outside of work, Karen is an avid sailor and enjoys spending time with her friends and family, including her rescue dog.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Karen joined the firm as an Investment Advisor Representative in 2005 and currently serves as a Institutional Consulting Analyst. Her responsibilities include researching new investment opportunities and monitoring existing investments. Her background includes twenty-six years of experience in the financial markets, including her role as a Money Market Officer of Nippon Credit Bank. Karen holds a BA in Economics from Vanderbilt University, an MBA in Finance from the University of Connecticut, and a Certificate in Financial Planning from Fairfield University. Karen is a CERTIFIED FINANCIAL PLANNER™ certificant.
Outside of work, Karen is an avid sailor and enjoys spending time with her friends and family, including her rescue dog.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.