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Karen is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and the Chief Fiduciary Officer at Evercore Trust Company, N.A. She is the Chair of Evercore Trust’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal trust business. She is also the Chair of Evercore Trust Company’s Fiduciary Oversight Group.

Before joining Evercore in 2008, Karen was responsible for the New York metropolitan regional trust group at U.S. Trust and provided the division with technical expertise and advice on all fiduciary, risk management, and business issues. She has over 30 years of experience advising ultra-high net worth families in wealth planning and fiduciary and family offices services.

Karen received her B.S. in Criminal Justice from The American University and holds her Certified Financial Planner license.

She is a member of the Financial Planning Association of New York City. She is also a member of the Estate Planning Council of New York City, as well as a past board member and past Treasurer of Opus 118, Harlem School of Music.