Karen E. Price   

Associate

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Education: BFA - Texas Christian University

Biography: Karen ensures all client service requests are handled promptly, efficiently and professionally. She manages the mechanics of client accounts and oversees the distribution of investment reports and communications. Karen also designs operational and administrative processes to create the best possible client experience. She has over 20 years of experience in the investment industry and is a valuable resource to our high net worth clients.
 
Karen received her Bachelor of Fine Arts degree from Texas Christian University, where she graduated magna cum laude. She has also completed the Series 7 and Series 63 security exams.
 
Karen lives in Portland, Oregon. In her spare time, she enjoys cooking, knitting and doing beadwork.