Director of Operations
Aldrich Wealth LP
- Financial services operations specialist
- Individual and corporate retirement plans
Initially hired as the sole client services specialist, Karen designed and created the current team of client services professionals while also helping the firm grow from $98 million to over $1 billion in assets under management by implementing scalable, sustainable back-office processes. Karen currently supervises the hiring, training and ongoing activity of the client services team. She oversees the onboarding, relationship maintenance, reporting, billing and compliance for the specialized support of both high net worth individuals and corporate (participant-directed) retirement plans.
Active in the industry since 1990, Karen worked at Shearson Lehman Brothers, Piper Jaffray Inc, RBC Dain Rauscher Inc, Deschutes Investment Advisors and Retirement Consulting Group prior to joining the Aldrich family.
Karen received her degree in Fine Arts from Texas Christian University in Ft. Worth, Texas where she graduated Magna Cum Laude. In 1994, she earned her Series 7 and 63 licenses.
Outside of work, she currently serves as a board member of the Portland Bead Society, and enjoys knitting, hiking, experimenting with new recipes and reading