Karen LoSchiavo works with our planning and investment team of professionals to cultivate relationships and provide a continuous dialog with our clients. In her business development role, Karen works with firm prospects to understand their wealth management needs and how ACM can assist them to achieve their goals.
Karen has over 20 years of experience in the wealth management business, working with high net worth individuals and families. Previously, she worked at U.S. Trust Company as a Senior Vice President in the Banking Division, where she was responsible for client relationship management by meeting the clients’ needs for banking services as well as investment management, trust, and financial planning services.
Karen earned her BS in Business Administration from Boston University in 1981. She passed the Series 65 examination in 2014 and is a registered investment advisor.
- 2021 Tax Filing Information