1 week ago
The Importance of Fiduciary Training
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
Senior Associate,
Family Office
CAPTRUST welcomed Karyn in 2021, and she brings with her more than 15 years of experience in the industry. In her role as a family office senior associate, Karyn focuses on client support, as well as cash flow and tax preparation.
Karyn joined CAPTRUST from RINET—a fee-only wealth management firm—where she was on the firm’s wealth planning group and served as a client advisor responsible for financial planning, investment management, and tax compliance support for her clients. Prior to joining RINET in 2004, Karyn held positions at Mass Envelope Plus, where she provided administrative and technology support. Karyn holds Associate in Science degrees in accounting and paralegal from North Shore Community College.
Outside of work, she is an enthusiastic fan of Boston sports teams and enjoys British television.
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