Description
Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, families and boards so they can accomplish their financial objectives. Prior to joining Robertson Stephens, Karen was a Founding Partner and President of LS Investment Advisors (a lift-out from Loomis Sayles in 2018). While at LSIA, she worked closely with her clients and counseled multi-generational families on achieving their financial goals. Previously, Karen worked in the Private Client Group at Loomis Sayles focusing her experience on high-net-worth families. Karen began her career in wealth management at The Boston Company in Los Angeles.
Keywords Financial goals and risks, Fiduciary, no conflict of interest, Social work, SRI, Sudden wealth, holistic planning, family wealth planning, retirement, Independent, unbiased advice, non-profits.
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Investment Services(626)547-2601 (626)-547-2601 +16265472601
Map 251 S. Lake Avenue
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