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CFA (2002); BComm (Hons, 1999), BA (Hons, 1999), Saint Mary's University, Canada.

Karen is a managing director and an institutional portfolio manager at PH&N Institutional, where she is responsible for specialty portfolios including universe, long bond, corporate credit, and liability-driven investment mandates. Karen is also a member of the Canadian Institutional Management Committee. She joined the firm in 2005 as a Canadian equities associate analyst, and began working with institutional clients in 2007. Previously, Karen was a research analyst of Canadian, U.S., and international equities at a top-performing asset management firm based in eastern Canada. She started her career in the investment industry in 2002.