Karen McClintock, Robertson Stephens

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General Info

Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, families and boards so they can accomplish their financial objectives. Prior to joining Robertson Stephens, Karen was a Founding Partner and President of LS Investment Advisors (a lift-out from Loomis Sayles in 2018). While at LSIA, she worked closely with her clients and counseled multi-generational families on achieving their financial goals. Previously, Karen worked in the Private Client Group at Loomis Sayles focusing her experience on high-net-worth families. Karen began her career in wealth management at The Boston Company in Los Angeles.

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Email Business

Services/Products

Asset Allocation Estate Planning Investment Management Portfolio Management Private investments Public investments Retirement Planning Tax efficient investments Wealth Planning

Brands

Robertson Stephens

Associations

CFA Society Los Angeles (CFALA),California Patrons of the Arts in the Vatican Museums,Holy Family Adoption,The Order of Malta,The Order of the Holy Sepulchre

Other Link

http://www.rscapital.com

Categories

Investment Management, Financial Planners, Financial Services, Investment Advisory Service, Investments

Reviews

Details

Phone: (626) 547-2601

Address: 251 S Lake Ave Ste 800, Pasadena, CA 91101

Website: http://www.rscapital.com