Karen is a Principal in the Boston office and is a member of the firm’s Wealth Management practice. She assists with managing the office and provides support for several office functions, including human resources, insurance, technology, client reporting, and compliance.
Prior to joining Cerity Partners, Karen was the Chief Operating Officer & Chief Compliance Officer at Daintree Advisors. She also served as Chief Compliance Officer of Veriti Management, an affiliated company of Daintree, providing direct indexing and values-based investing. She joined Daintree Advisors in December of 2011 as Office Manager. Previously, Karen was a Client Service Manager at Wells Fargo.
Karen earned a BS in Management and a MS in Management from Eastern Nazarene College. Karen has two adult sons and is the proud grandmother of two grandchildren. She practices yoga and enjoys living in New Hampshire where she is sailing and renovating a 38-foot Pearson sloop.
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