Karen Fernandini

Senior Registered Client Associate

Associate Vice President

With more than 20 years of financial services experience, Karen strives to ensure that the clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day- to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements. Karen schedules appointments and handles all incoming calls so that all clients receive the highest level of personal service. Karen is the first person you should call if you have any questions about your investment planning process, and she will work to ensure that the appropriate member of our team promptly responds to your query.

In her free time, Karen enjoys gardening, cooking, and refinishing furniture as her hobbies. She has traveled extensively and continues to explore and visit new places when on vacation. She also frequently visits NYC where she has family and lived for many years.

Did you know?

Karen and her husband Mike are avid travelers who have enjoyed experiencing new cultures all over the globe! Native New Yorkers and die-hard Yankee and Rangers fans, they share 3 beautiful grown children. Karen went to school to become an artist and enjoys painting and photography in her free time.

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