Karen Carlson

As a Relationship Manager, I advise multi-generational families. I am primarily responsible for developing, implementing, and monitoring long-term comprehensive financial plans, focused on asset allocation, portfolio management, and tax planning, that meet clients’ short-term needs and long-term objectives.

In my role, I interact with clients on a daily basis and collaborates with members of Pitcairn’s Tax, Investments, Planning, Insurance, Trust Administration and Operations teams to design and implement appropriate investment strategies and financial and estate plans. In particular, I focus on succession planning, generational wealth transfer planning, strategic and tactical asset allocation, and tax optimization strategies to achieve the goal of wealth preservation for clients.

I also work closely with families on matters of philanthropy through private family foundations, donor-advised funds, and various other giving techniques. I am also a member of Pitcairn’s Education, Planning, Learning & Development and DE&I committees.

Prior to assuming my current responsibilities, I served as a Personal Financial Analyst performing accounting and financial analysis for clients in areas of comprehensive financial planning. I began my career at Pitcairn as a Client Account Administrator, providing daily support to multi-generational client families and serving as their point person. I earned a BA from the University of Scranton and hold the designation of CERTIFIED FINANCIAL PLANNER™.

Before joining the family office world, I worked for several non-profits doing special events and fundraising.