Karen joined the firm in 2018, bringing with her more than a decade of operational experience in the financial industry. Previously, Karen served as Associate Director of Operations at Convergent Wealth, LLC, where she coordinated and implemented complex operational projects for the firm’s ultra-high net worth clientele. More recently, she worked with the Montgomery County Employee Retirement Plans as an Investment Compliance Analyst prior to transitioning to her role here as Vice President of Client Operations. In her free time, Karen enjoys horseback riding and spending time with her family.
- Investment Compliance Analyst at Montgomery County Employee Retirement Plans
- Associate Director of Operations at Convergent Wealth Advisors, LLC
Education & Credentials
- BS, University of Central Florida, Psychology
- JD, University of Baltimore School of Law
- Series 65 license
*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.