Karen is a Partner and the Team Leader of our Private Wealth Practice Group. Karen brings twenty-nine years of industry experience, having worked in the investment advisory industry for the majority of her career, specifically servicing wealthy families and individuals. Karen is experienced across all facets of wealth management and works directly with clients to set strategy, develop policy and construct customized portfolios designed to meet their individual needs. In additional to her client and Team Leader responsibilities, Karen is also a member of NEPC’s Partners Research Committee as well as NEPC’s Women’s Leadership Forum.
Prior to joining NEPC, Karen spent twenty-one years at CTC|myCFO and its predecessor companies, serving in a number of leadership roles. Most recently, she served as Managing Director and co-head of the Investment Advisory Services team, chaired the Investment Advisory and Fiduciary Services Management Committee and was a key member of the executive team. Prior to her roles at CTC | myCFO, Karen was a Senior Analyst and Investment Manager Specialist at R.V. Kuhns and Associates.
Karen earned her B.A. with highest honors in finance and minors in economics, French and Russian from Oregon State University, and an MBA with honors from Portland State University in Oregon. She is a CFA charter holder and member of the CFA Society of Portland. She previously served on the board of the CFA Society of Portland and served as the Vice‐Chairman of Oregon State University Foundation Investment Committee. She currently serves on the Investment Committee of the Oregon Community Foundation, helping to oversee nearly $2 billion in assets dedicated to improving the lives of all Oregonians. During her free time, Karen enjoys gardening, boating, and traveling with her husband and three children.