Karen C. ZolnaClient Administrator
Karen is responsible for providing administrative support to the Relationship Teams as well as serving as a point person for clients, addressing their daily needs. She is responsible for making cash transfers and paying bills for clients, opening new accounts and portfolios, including making charitable contributions and gifts. Karen also updates client information within Pitcairn’s online database and maintains client document files. She works closely with the Wealth Management, Trust Administration, and Operations teams to provide timely, efficient service to client families.
Karen has over 30 years of experience working in the family office industry. Throughout her career at Pitcairn, Karen’s responsibilities have extended across multiple functions within the firm including investments, employee health and life insurance, domestic payroll, document archive, and client service.
Prior to joining Pitcairn in 1984, Karen worked as a clerk in the Psychological Services Department for Abington School District. Karen is a member of the Pennsylvania Association of Notaries.
Karen is a geography buff who loves playing trivia games and reading. Her love of geography extends across the country where she gets great joy visiting and exploring State and National Parks. Thus far, her favorite State Park is Blackwater Falls, WV and her favorite National Park is Rocky Mountain, CO.