Karen began her professional career in Northampton, England, initially working for two Scottish insurance companies and later as a financial advisor for Compton House Financial Management. Compton House originally had been part of Shoosmiths’ law firm before the law and financial segments were separated. After relocating to the United States in 2001, she joined Wetherby Asset Management and in 2004, three years after arriving at Wetherby, she became a Shareholder. She is a Certified Private Wealth Advisor and alongside working with clients, she contributes to the firm’s client service and communications activities. She is a member of the Financial Planning Association of San Francisco, having previously served on the Board of Directors as its Treasurer. Karen sits on the Investment Committee for the BBS, and also serves as the Investment Committee Co-Chair for The Redwoods, a nonprofit senior retirement community in Mill Valley.
Karen lives with her husband and son in Novato, California. She is an avid tennis player and enjoys hiking and biking around the local countryside.