Director of Operations
Karen is responsible for the firm’s investment operations. She manages the firm’s outsourcing partners and sub-custodians as well as internal professionals responsible for overseeing tasks performed by the firm’s outsourcing partners, supporting special requests of client service personnel, managing the firm’s core business systems, 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. She serves on the firm’s Audit & Risk Management Committee.
Karen began her career in 2001 and joined Boston Trust Walden in 2015. Previously, she worked at Boston Common Asset Management and Excalibur Asset Management. She earned a BS in Mathematics from Vanderbilt University.