Karin Schultz, MBA

Karin is a Partner in the Rockville office. She is a member of the advisory team, providing strategic investment advice tailored to her clients’ liquidity needs and life goals both in the US and internationally, including asset allocation, portfolio design and ongoing investment management. She has over 25 years of experience in the investment industry, focused on providing tailored investment solutions for her clients.

Prior to joining Cerity Partners, Karin was a Senior Portfolio Manager for SOL Capital Management and an active member of the Investment Committee, providing investment research across asset classes and managing the investment portfolios of many kinds of clients including high-net worth individuals and families, pension plans and endowments. Before joining SOL Capital, Karin was an investment Analyst for Strategic Investment Group (SIG), working with large endowments, sovereign wealth funds, and a family group that consisted of an offshore hedge fund of funds. Her research at SIG was focused on International Equity and Private Equity. While completing her business school studies, she worked for the International Finance Corporation (IFC), part of the World Bank Group, in their private equity fund department.

Karin met her husband doing carpentry work for their college theater group. She still enjoys woodworking and attending the opera with her husband and sons in addition to cooking, knitting, and dancing. She has completed the Marine Corps Marathon four times while raising money for the Leukemia and Lymphoma Society and for Semper Fi & America’s Fund.

Learn more about my practice.