Karen R. Bottar, Ph.D.

Director of Fixed Income & Managing Director

Full Bio

As the Director of Fixed Income and 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 an MPA 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

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