Karen Carlson, CFP®Managing Director, Relationship Manager
As a Managing Director and Relationship Manager, Karen advises multi-generational families. She is primarily responsible for developing, implementing, and monitoring long-term comprehensive financial plans, focused on asset allocation, portfolio management, and tax planning, that meet clients’ short-term needs and long-term objectives.
Karen interacts with clients on a daily basis and collaborates with members of Pitcairn’s Tax, Investments, Planning, Insurance, Trust Administration and Operations teams to design and implement appropriate investment strategies and financial and estate plans. In particular, she focuses on succession planning, generational wealth transfer planning, strategic and tactical asset allocation, and tax optimization strategies to achieve a family’s goals. Karen also works closely with families on matters of philanthropy through private family foundations, donor-advised funds, and various other giving techniques. Karen is a member of Pitcairn’s Strategic Leadership Council, Family Office Leadership Council and Diversity Equity & Inclusion Council.
Prior to assuming her current responsibilities, Karen served as a Personal Financial Analyst performing accounting and financial analysis for clients in areas of comprehensive financial planning. She began her career at Pitcairn as a Client Account Administrator, providing daily support to multi-generational client families and serving as their point person. Karen earned a BA from the University of Scranton, holds the designation of CERTIFIED FINANCIAL PLANNER™ and is an FFI Fellow.
Having previously worked for several non-profits doing special events and fundraising, Karen still has a passion for hands-on volunteering, most recently serving as a Trustee for Eger Lutheran Homes and Services, Inc. Karen enjoys spending time at the beach with her husband and twin daughters and she loves to entertain extended family and friends.