Products and Services offered

Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, families and boards so they can accomplish their financial objectives. Prior to joining Robertson Stephens, Karen was a Founding Partner and President of LS Investment Advisors (a lift-out from Loomis Sayles in 2018). While at LSIA, she worked closely with her clients and counseled multi-generational families on achieving their financial goals. Previously, Karen worked in the Private Client Group at Loomis Sayles focusing her experience on high-net-worth families. Karen began her career in wealth management at The Boston Company in Los Angeles.

Business Hours:
M-F 9am-5pm, Sa-Su Closed

Categories:
Investment advisory service,Financial Services,College Financial Planning Services

Services:
Estate Planning, Investment Management, Portfolio Management, Wealth Planning, Retirement Planning, Public Investments, Private Investments, Asset Allocation, Tax Efficient Investments

Specialties:
Family Office, Ultra High Net Worth, High Net Worth, Families In California, Women Investors, Multi-generational Planning, Non-profit Boards, Investment Committees, Investment Objectives And Risks, Unbiased Advice, Portfolio Construction, Thematic Investing, Income Generation, Tax Efficient Investing

Brands:
Robertson Stephens

Languages:
English

Associations:
Holy Family Adoption, The Order Of Malta, The Order Of The Holy Sepulchre, California Patrons Of The Arts In The Vatican Museums, Cfa Society Los Angeles (cfala)