Karen is a consultant relations manager, responsible for developing and servicing relationships with investment consultants in the US. She works to strengthen relationships with key consultants and share the firm’s suite of investment solutions.
Prior to joining the firm in 2013, she was the head of marketing and sales at Windham Capital, responsible for developing and leading all distribution efforts. Previously, she served as vice president of business development at State Street, in charge of institutional business development and consultant relations for currency management products of Windham Capital and State Street. Prior to business school, she was an analyst at boutique investment bank EnCapital. Karen has been in the investment industry since 1997.
Karen earned an MBA in marketing and a BS in finance from Boston University School of Management.
Experience listed may include partial year periods.