Karen joined Clearstead in 2017.  As the Institutional Coordinator to the Institutional Consulting Group, she is responsible for scheduling client meetings, booking travel arrangements, and ensuring the timely shipment of Institutional clients’ quarterly performance reports and presentations. Karen also provides assistance to the Performance Reporting and Operations team.

Prior to joining Clearstead, Karen was employed by The Todd Organization for over 20 years. She was responsible for graphic communications as well as providing overall administrative support to both the client service and marketing teams. Prior to working at The Todd Organization, she was employed as a Training Specialist at Thompson Hine.