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Karen serves as the primary contact and communicator for her personal and institutional clients. She provides consultation and administrative support to individuals and families as well as qualified plans, endowment funds, and corporate investment portfolios. She has over 20 years of experience managing qualified plans including over 18 years working with Trust clients. Prior to joining S&T Wealth Management, she provided similar services through PNC Bank and The Equitable.
Karen maintains her fellowship status as a Certified Employee Benefits Specialist (CEBS) and is a Certified Financial Planner professional. She is a graduate of the University of Pittsburgh and of the American Bankers Association National Trust School at Northwestern University. | 