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 for profit and tax-exempt clients, advising them on their retirement plans and also with non-profit endowments and foundations. She sits on FIA’s Investment Committee and the Defined Contribution 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. 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 the Investments and Wealth Institute.

Education

  • University of Hartford Barney School of Business, BSBA (summa cum laude)

Outside Activities

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

Speaking Engagements and Publications

Personal Interests

Cooking, golf, fitness, travel (preferably when combined)

Contact Information

Email Karen
Phone: 860.697.7413