Karen is a leader in the field of global affluent investing. She is a trusted member of the financial community and an esteemed advisor to prominent clients worldwide, including C-suite executives and their families. Beginning her career at Bear Stearns, Karen became the first and only female arbitrage trader in the history of the firm. Trained personally under the tutelage of Alan (Ace) Greenberg, Karen developed the skills and processes needed to navigate the complexities of multi-generational wealth in serving high net worth families. Prior to joining NewEdge Wealth, Karen served as the President and CEO of two wealth management firms. Most recently, she served as Managing Director of