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 Administration. In her free time, Karen enjoys horseback riding and spending time with her family.

Previous Experience

  • 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