2 years ago
The CAPTRUST Community Foundation Overview
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
Senior Director
Head, Wealth Client Service
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.
2 years ago
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
2 years ago
This $1.9 trillion coronavirus relief package is designed to accelerate...
2 years ago
While the ARP contains a variety of fiscal stimulus measures,...
3 years ago
Taking a little time out to understand the basics of...