Karin works passionately to help families of wealth achieve their life and legacy goals with joy and confidence. With uncommon empathy and expertise, Karin is especially adept in serving women and men experiencing transitions, patiently supporting and guiding them into their next life chapter. She espouses the belief that wealth is the ability to fully experience life.
Karin is Managing Director in the Beachwood office of Wealthspire Advisors, a premier wealth management firm based in New York. She has deep expertise and experience as a Certified Financial Planner™, Accredited Investment Fiduciary™ and 21/64 Certified Advisor™ specializing in philanthropic planning. With a BA from Miami University in Oxford and MBA Finance from Northeastern University in Boston, Karin started her career as a corporate banker in Chicago and transitioned to private banking and wealth management inspired by the ability to make a positive impact on people’s lives.
Karin is active in her community and profession. In addition to HCF, she serves on the boards of Ohio Police & Fire Pension, appointed by the Ohio Treasurer of State, and M.I.A.M.I. Women Giving Circle. She previously served on the National Board of the Financial Planning Association (FPA) and co-founded the FPA’s pro bono program in the aftermath of 9/11. She is honored to have been recognized as Crains Cleveland Notable Wealth Manager and FPA’s Heart of Financial Planning award recipient.
Karin and her husband Jim are grateful to have raised their three sons in Hudson and to call this special town ‘home’ for nearly three decades.