Karen F. Levy, CRPC, CDFA
Vice President - Investments
Senior PIM Portfolio Manager
My first and primary focus is on my clients: to meet and exceed their goals, whether it be retirement living needs and income; socially conscious investing; enhancing a outcome in divorce; health care and long term care needs; paying for college or taking that amazing trip you have always dreamed of. My holistic and creative problem solving approach to exceeding goals and expectations has added to my clients and their families long term success. I believe in frequent updates and transparency and collaborate closely with my clients. I am committed to and believe in an exceptionally high level of customer service and strong relationships.
My professional success has focused on strategic planning and execution that aim to deliver strong results for the families we work with; and companies. As a Vice President, I work with families and companies to help meet financial goals through asset management; portfolio construction; liability management; retirement and income planning; education planning; estate planning and wealth transfer strategies and optimization of efficient tax strategies. By combining these, we are able to provide sophisticated and holistic strategies that help change the outcome and change peoples lives.
As the founder of 2nd Saturday Cincinnati-"What Women Need To Know About Divorce", I have helped hundreds of women enhance their outcome in divorce.
I have earned the CRPC® designation, Chartered Retirement Planning Counselor℠ , from the College for Financial Planning; the CDFA® designation, Certified Divorce Financial Analyst from the Institute for Divorce Financial Analysts, the Series 7, 66 registrations and Insurance licenses.
As a District Manager, my work focused on Business Development, Sales Training, Account Management, Finances, Process Management, Cultural Transformation and company wide training and implementation of an "Enterprise Reporting System", which transformed a national service delivery model.
I am a born and raised Cincinnatian, growing up in Wyoming (Go Cowboys!). I had a short stint away from Cincinnati at Indiana University and then flew for some sunshine to Miami Florida where I worked as a Regional Director at the Miami Herald while completing my MBA at the University of Miami. Currently I live in Blue Ash, Ohio with my fur baby, Nikko. When I am not in the office you can probably find me at the pool, playing Golf or Pickle Ball, or in Chicago visiting my three kids; Michael, Jill and David.