As the Director of Fixed Income and a Managing Director, Karen is responsible for developing and articulating our fixed income strategy. She has extensive experience utilizing both taxable and tax-exempt strategies and securities. Karen is Chair of the firm’s Investment Policy Committee.
Karen joined Boston Financial Management in 2006 after 16 years with Brown Brothers Harriman. As a Vice President, she managed institutional and individual client portfolios. Prior to that, she was a Vice President and Institutional Portfolio Manager at Bank of Boston.
Karen graduated from Syracuse University with a Master’s degree in Public Administration from the Maxwell School and a Ph.D. in Social Science.
Charitable & Community Involvement
All Newton Music School, Newton, MA – Member, Board of Trustees and Finance Committee