Karen Denise

Senior Director,
Head, Wealth Client Service

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Biography
Education & Other Highlights
Location(s)

Karen joined CAPTRUST in 2004 and currently serves as senior director, head of wealth client services in our Raleigh, North Carolina, headquarters.

As leader of this group, Karen oversees a team of more than 100 CAPTRUST colleagues in client service and operations for our wealth management clients. Karen has held several positions during her tenure at the firm. Previously, she led CAPTRUST’s wealth operations unit where she was responsible for developing and maintaining procedures to improve efficiencies for our wealth operations, as well as assisting our integration team in onboarding newly acquired offices. Prior to joining CAPTRUST, Karen worked in Wachovia Bank’s personal trust and investment management departments.

When she is not at work, Karen appreciates live music and enjoys running, cooking, and reading, as well as volunteering and supporting dog rescue organizations.

Education

  • Bachelor of Business Administration degree in trust management and financial planning from Campbell University
  • Certificate in Trust Management, Campbell University
  • Graduate, Bell Leadership Achievers Program

Industry Involvement

  • Member, Pershing Next Leadership Cohort | 2019-2021
  • Member, TD Ameritrade’s Client Experience Panel | 2019-2020
  • Member, Schwab Technology, Operation and Service Board | 2021

Memberships

  • Founding Member and Former President, CAPTRUST Community Foundation | 2006-2007
  • Founding Member and Former President, CAPTRUST Way Committee | 2007
  • Committee Chair, Grants Committee- CAPTRUST Community Foundation | 2017
  • Member, CAPTRUST Way Committee | 2020-2021
  • Former President, North Carolina Museum of Art Contemporaries Board

Awards & Recognition

  • CAPTRUST Community Service Award | 2005
  • CAPTRUST Step-up Award | 2017

Video

Auto-Enrollment and Auto-Escalation

In the retirement industry, auto-enrollment and auto-escalation have received plenty of attention. In this video, learn how these features may impact employee satisfaction, plan participation, and retirement outcomes, and what to consider when choosing whether to include automatic features in a retirement plan.

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