Karen Hagerty
Senior Vice President, Account ManagerKaren serves as a Senior Vice President, Account Manager at Wealthspire, overseeing the strategic direction and operations of the firm’s financial concierge offering. With over two decades of experience in client service, she prides herself on building high-performing teams that drive retention and scale revenue through client-centric innovation.
Prior to joining Wealthspire, Karen held leadership roles at Judith Heft & Associates and Calvin Klein.
Previous Experience
- Operations Manager at Judith Heft & Associates
- Chief Administrative Officer at Pearl Street LED Lighting Systems
- Executive Vice President of Men’s Sales at Calvin Klein
- Executive Vice President of Sales and Marketing at Oxford Industries
Education & Credentials
- BS, Binghamton University State University of New York School of Management
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
