Senior Vice President, Financial Advisor
Karen has been in the financial services industry for more than twenty-five years. In her role as financial advisor, Karen works as a trusted financial advocate to serve hi-net worth and ultra high-net worth clients in developing and executing upon customized plans specific to their unique situations. As part of the process, she communicates closely with our portfolio management department to create a portfolio designed to support their sophisticated needs. As a senior vice president, Karen oversees a small team of advisors who work in the Downtown branch office. Karen is also a member of the Fragasso Investment Committee.1
Karen’s desire to help others with their financial goals began when she saw her own parents struggle with their personal finances as they worked hard to build a small business. Karen firmly believes if her parents had a good advisor through it all, they would not have been as stressed about the process and their lives may have been a bit easier. Right out of college, she started working for a large mutual fund company then moved to an insurance company in the pension services division. Her career at Fragasso began in financial planning operations and she eventually managed the department. She was responsible for implementing a new comprehensive financial planning system that produced schedules for both clients and prospects. Karen grew up in the Pittsburgh suburbs and earned her bachelor’s in finance from Drexel University in Philadelphia. She enjoys spending time with her husband and three children in her spare time.
Certifications:
CERTIFIED FINANCIAL PLANNER™ professional
Series 7, 24, 63, and 65 securities licensed through Private Client Services
Insurance licensed, Pennsylvania
1) The Fragasso Investment Committee is comprised of the portfolio management team and several financial advisors, meets quarterly to discuss market trends, current investment outlook, portfolio construction, implementation and issues on clients’ minds.