Director of Operations
Karen has direct oversight of the firm’s investment operations. She manages the firm’s outsourcing partners as well as five operations professionals responsible for overseeing tasks performed by the firm’s outsourcing partners, supporting special requests of client service personnel, systems usage support and controls, data governance, and effecting internal controls. Karen has extensive project management experience and serves as a project manager on initiatives that support the firm’s strategic plan.
Karen began her career in 2001 and joined the firm in 2015. Previously, she worked at Boston Common Asset Management and Excalibur Asset Management. She earned a BS from Vanderbilt University.