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Karen Lexow, CFP®

Senior Investment Research Analyst

She joined the firm as an Investment Advisor Representative in 2005 and currently serves as a Senior Investment Research Analyst. Her responsibilities include researching new investment opportunities and monitoring existing investments. Her background includes twenty-six years of experience in the financial markets, including her role as a Money Market Officer of Nippon Credit Bank. Karen holds a BA in Economics from Vanderbilt University, an MBA in Finance from the University of Connecticut, and a Certificate in Financial Planning from Fairfield University. Karen is a CERTIFIED FINANCIAL PLANNER™ certificant.

Outside of work, Karen is an avid sailor and enjoys spending time with her friends and family, including her rescue dog.