Partner, Senior Consultant, CIMA®, PRP
As a Partner and Senior Consultant, Karen services institutional clients, including 401(k) and tax-exempt retirement plans and nonprofit endowments and foundations, by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Karen is a member of the firm’s Mission-Aligned Investing® Committee and Employee Engagement Team. Karen co-founded Fiduciary Investment Advisors, LLC in 2006, which combined with DiMeo Schneider in 2020. Prior to founding the firm, Karen was a Vice President and PRIME Consultant at UBS Financial Services Inc. and a retirement advisor at Advest. In 2015, Karen was named to the inaugural list of the National Association of Pension Advisors (NAPA) Net’s Top Women Advisors. She earned her BSBA from the University of Hartford Barney School of Business, and obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™. Karen serves as an Investment Committee member for the Girl Scouts of Connecticut. In her free time, Karen enjoys cooking, golf, fitness and travel (preferably when combined).