As the Client Services Manager at Capital Wealth Advisors, Karen plays a pivotal role in supporting advisors and ensuring clients receive exceptional service. She manages the client onboarding process, oversees account maintenance, facilitates communication, and promptly resolves any issues that may arise.
Karen has almost three decades of experience in the financial services industry. Prior to joining Capital Wealth Advisors in 2023, Karen served as a Senior Operations Specialist for LDR Capital Management, LLC, a REIT Preferred focused investment adviser, from 2022-2023. Before that, Karen served as the Director of Operations and Assistant Trader at REMS Group, a firm specializing in REIT Equity and Preferred investments, during 2021-2022. Prior to her tenure at REMS Group, she held the role of Director of Operations at Dalton, Greiner, Hartman, Maher & Co. LLC, a small-cap value equity investment firm, where she excelled for an impressive 26 years from 1995 to 2021.
Karen moved to Naples from Minnesota over 29 years ago to escape the cold weather. She enjoys visiting theme parks, boating, camping, and spending time with her husband and two daughters.
Education
- BS in Finance, Minnesota State University