Karen is a Partner and the Team Leader of our Private Wealth Practice Group. Karen brings over twenty-five years of industry experience, having worked in the investment advisory industry for the majority of her career, specifically servicing wealthy families and individuals. Karen is experienced across all facets of wealth management and works directly with clients to set strategy, develop policy and construct customized portfolios designed to meet their individual needs. In additional to her client and Team Leader responsibilities, Karen is also a member of NEPC’s Partners Research Committee as well as NEPC’s Women’s Leadership Forum. Prior to joining NEPC, Karen spent twe