Karen Keatley, CFP®, CPA®, MBA
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Carol is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments

Education:

Pace University, BS, Business Administration

Fordham University, MBA, Finance

When you’re not working you’re…?

Keeping busy and having fun. Some of my favorite activities are hiking, gardening, skiing, reading, and cooking.

How do you do good in your community?

I am involved with Community Meals, Inc. – “a meals on wheels” non-profit organization based in Glen Rock, which services 6 local communities.

Currently, I am serving on the Board as Treasurer and have delivered meals to our clients for many years. 

Where did you grow up? Where do you live now?

I grew up in Woodcliff Lake, NJ, raised on apple cider donuts from Tice’s and fresh eggs from Jensen’s Farm.  I now reside in Ridgewood, NJ where I have lived for the past 25 years.

How do you caffeinate?

Green Tea – all day!