Karen A.

Karen A. has a diverse work experience spanning multiple companies and roles. Karen'smost recent position was as a Managing Director at First Trust Direct Indexing since January 2023. Prior to that, they worked at Cerity Partners where they served as a Principal and later as the Chief Operating Officer and Chief Compliance Officer. Karen also held the position of Managing Director and Director of Operations at Daintree Advisors, which later merged with Cerity Partners. Before joining Cerity Partners, they worked as the Director of Operations at Daintree Advisors. Additionally, Karen served as the Chief Compliance Officer at Veriti Management, a company focused on reimagining investing. Karen began their career at Wells Fargo Family Wealth as an Associate Director, Client Services.

Karen A. obtained a Master's degree in Management & IT from Eastern Nazarene College from 2000 to 2002. Karen also holds the certification of SHRM - Senior Certified Professional (SHRM-SCP) from SHRM, obtained in 2023.