As the Deputy Chief Operating Officer at Boston Trust Walden, Karen works in close partnership with the COO to oversee investment operations and lead strategic initiatives.
Previously, Karen served as the firm’s Director of Operations. She continues to manage the teams and third-party vendors responsible for investment operations, including investment accounting, performance reporting, transaction processing, and asset reconciliation. She also provides oversight of the team responsible for maintaining and hosting the firm’s critical business systems.
During her tenure, Karen has led several cross-functional initiatives that support the firm’s strategic objectives. She currently serves on the firm’s Audit & Risk Management Committee and other committees that support the firm’s core business, including vendor oversight, trading, investment vehicle development, fund valuation and pricing, and business continuity planning.
Karen began her career in 2001 and joined Boston Trust Walden in 2015. Previously, she worked at Boston Common Asset Management and Excalibur Asset Management. Karen earned a BS in Mathematics from Vanderbilt University.