BNY Mellon Wealth Management
As a strategic investment, wealth planning, and family office services executive, Karen partners with families of wealth, endowments, and non-profit organizations to provide objective advice. She is a recognized thought leader in impact and ESG (environmental, social, governance) investing as well as philanthropic investment planning. She works with her clients to incorporate these unique strategies as part of their wealth planning initiatives. She is passionate about mentoring female entrepreneurs and education reform in the Washington DC region as well as giving back to the community by sharing the expertise with non-profit organizations and other community based projects that are working to change outcomes for families living in poverty.