KAREN SAMUELS

With a broad foundation in retail brokerage, benefits and investment solutions, trade support, and portfolio administration, Karen applies a rigorous business-analyst mindset to every aspect of financial operations. As Assistant Vice President at a leading RIA, she has spent recent years optimizing overlay management, refining trading workflows, and streamlining operations for both separately managed and unified account platforms. Her relentless focus on identifying roadblocks and designing scalable solutions consistently elevates the client experience.

Karen holds a B.A. in Psychology from Trinity College and an M.A. in Counseling Psychology from Fairleigh Dickinson University. She is passionate about leveraging her background in human behavior to pioneer advancements in behavioral economics within the wealth-management industry.