Fresh alternative asset insights and the latest news on real estate and private equity investing.
Karen has spent her career helping financial professionals solve problems and build their businesses. She’ll continue this important work here on the PENSCO blog.
As a Relationship Manager at PENSCO, Karen has spent the past four years helping high net worth clients, RIAs and asset sponsors navigate the ins and outs of self-directed IRAs. At PENSCO, she quarterbacks accounts through the opening and investing process, providing education on self-directed IRA and IRS guidelines along the way. Prior to joining PENSCO, Karen worked in various advisor-facing roles at John Hancock and investment consulting firm Prime Buchholz & Associates.
In Karen’s 18 years of diverse financial industry experience, the common denominator has been her extensive work with financial professionals. There’s no doubt that her dedication to the advisor and investment management community has shaped her unique point of view.
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I Recently attended the Angel Capital Association’s (ACA) Leadership Conference in Columbus Ohio. The event was held on the Ohio State University... Read this article »