Karen Paulson, CIMA®, PRP
Managing Director
Karen services institutional clients, including 401(k) and tax-exempt retirement plans and nonprofit endowments and foundations, by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Karen is a member of the firm's Defined Contribution Strategic Oversight Committee, Mission-Aligned Investing Council, Partner-Principal Review Committee and Engagement Council. She also serves as a Consultant Manager. Karen co-founded Fiduciary Investment Advisors, LLC in 2006, which integrated with Wealthspire in 2025. Prior to founding the firm, Karen was a Vice President and PRIME Consultant at UBS Financial Services Inc. and a retirement advisor at Advest. She earned her BSBA from the University of Hartford Barney School of Business and obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™. Karen serves as an Investment Committee member for the Girl Scouts of Connecticut.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
