Karen Paulson, CIMA®, PRP

Managing Partner & Senior Consultant

Karen is a Managing Partner of Fiduciary Investment Advisors, LLC (FIA), where she is a senior consultant with over 20 years of institutional investment advisory experience. Karen works with corporate clients, advising them on their retirement plans and also with non-profit clients, advising them on both their endowments and their retirement plans. She sits on FIA’s Investment Committee and FIA’s 401(k)/403(b) Strategic Oversight Committee. Karen also oversees FIA’s retirement plan participant education/advice services.

Prior to founding FIA, Karen was a Vice President and PRIME Consultant at UBS Financial Services Inc. for nearly ten years. Her 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.

In 2015, Karen was named to the inaugural list of the National Association of Pension Advisors (NAPA) Net’s Top Women Advisors. In 2009, 2010 and 2011, she was named to the 401kWire’s list of the 300 Most Influential Advisors in Defined Contribution. 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 (IMCA) and taught in conjunction with The Wharton School, University of Pennsylvania and is a current member of IMCA.

Education

  • University of Hartford, BSBA – Finance and Economics

Outside Activities

  • Jr. Apprentice, Board member
  • Girl Scouts of Connecticut, Investment Committee Chair
  • VNA Healthcare, Inc., past Fund Board member

Speaking Engagements and Publications

Personal Interests

Cooking, golf, fitness, travel

Contact Information

Email Karen
Phone: 860.697.7413