Karen is a Principal and Senior Consultant with Fiduciary Investment Advisors, LLC (FIA). Karen’s clients consist of retirement plans and endowments. Prior to FIA, Karen was a Vice President and PRIME Consultant at UBS Financial Services Inc. for nearly ten years. Karen’s prior experience includes Advest, Inc., where she was a retirement advisor, and Fleet Bank, where she was a Vice President in the commercial banking division. Karen received a BSBA from the University of Hartford, where she was distinguished as class valedictorian. She completed the PlanSponsor Institute’s PlanSponsor Retirement Professional (PRP) program and attained the PRP designation. She also holds the designation of Certified Investment Management Analyst, sponsored by the Investment Management Consultant’s Association and taught in conjunction with The Wharton School, University of Pennsylvania. Karen serves as a Development Board member of VNA Healthcare, Inc. and is a member of the Investment Committee for the Girl Scouts of Connecticut. She is also a member of IMCA, the Profit Sharing/401(k) Council of America, and the New England Employee Benefits Council. In 2009 401kWire.com named Karen one of the 300 Most Influential Advisors in the Defined Contribution marketplace.
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