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 200 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, golf, 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
- Member, Pershing Next Leadership Board | 2023-2024
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
- Chair, CAPTRUST WISE Network (Women Inspire, Support, Encourage ERG) | 2023-2024
- Former President, North Carolina Museum of Art Contemporaries Board
Awards & Recognition
- CAPTRUST Community Service Award | 2005
- CAPTRUST Step-up Award | 2017
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.