Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundation 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 2008). 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.
Karen earned an MBA from the University of Southern California and a BA from San Diego State University. Karen holds the coveted CFA designation and is also a Certified Investment Counselor.
Karen lives in Pasadena, California where she is active with several charitable organizations including the Order of the Holy Sepulchre and the Order of Malta. She enjoys food, wine, travel and hiking. She takes to heart the guidance offered by John Muir, “Of all the paths you take in life, make sure a few of them are on dirt.”