Karen is a Managing Director and Director of Operations & Chief Compliance Officer at Daintree Advisors. She joined the firm in December of 2011 as Office Manager. Karen supervises several back office functions, including human resources, insurance, technology, client reporting, and compliance. Karen is also Chief Compliance Officer at Veriti Management, an affiliated company of Daintree, providing direct indexing and values-based investing. Previously, Karen was a Client Service Manager at Wells Fargo. She earned a Bachelor of Science in Management and a Master of Science in Management from Eastern Nazarene College. Karen has two adult sons and is the proud grandmother of a baby girl. She practices yoga and enjoys living in the New Hampshire seacoast community of Hampton Falls where she is sailing and renovating a 38-foot Pearson sloop.