Karen brings over 20 years of Marketing and Strategy experience to our team. In her current Chief Business Solutions Officer role, she leads the go-to-market strategy for Mercer Advisors. She oversees the launch of new business lines, services, and products for our Institutional Group, and she currently leads the Strategy and Business Intelligence team. Karen previously served as the Chief Marketing and Strategy Officer, where she built the departments from the ground up. In 2021, she was named WealthManagement’s CMO of the Year. Prior to joining Mercer Advisors, Karen held a variety of Marketing and Strategy leadership positions at Wells Fargo and worked as a management consultant for Accenture. She received her MBA from Stanford University and an undergraduate degree from U.C. Berkeley. Karen lives in San Francisco with her husband and two sons.

A panel of independent judges made up of top names in the industry and led by WealthManagement.com Editor-in-Chief David Armstrong determined the 2021 Wealthmanagement.com Industry Award winners. The best in each category were selected based on quantitative measures of their initiatives–such as scope, scale, adoption and feature set–along with qualitative measures, such as innovation, creativity and new methods of delivery. The awards expanded in 2021 to recognize product and service providers who are pioneering innovation in new and emerging technologies, as well as progressive companies that are advancing diversity, equity and inclusion in the financial services industry.

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