Managing Director, Equities & Portfolio Manager
As Managing Director, Karen heads the firm’s equity research effort and is the portfolio manager for the Large Cap Core strategy. Prior to joining First Western, she worked for Berger Funds as a Senior Equity Analyst where she recommended portfolio buy/sell actions for stocks in the consumer sector. Previously, Karen held similar responsibilities as Vice President and Senior Equity Analyst for Morgan Stanley Investment Management. She began her career at Ernst & Young, LLP, as a Senior Accountant.
Karen received a Bachelor of Science in Business Administration from the University of Michigan and an MBA from the University of Chicago. She is also a Chartered Financial Analyst and a Certified Public Accountant.