Karen Sotallaro's Work
- Lead Advisor @ Oak Harvest Financial Group
- Senior Private Wealth Analyst @ Asset Management Advisors, Inc. (Aquired by Cresset)
- Paraplanner @ Houston Asset Management
- Fixed Income Specialist and Trader @ Independent Contractor / The DRL Group
- Vice President and Marketing Director @ Kanaly Trust
- Sr Wealth Strategy Associate - UBS Institutional Consulting Group @ New York Fitness
- Institutional Consulting Analyst @ Graystone Consulting (a business of Morgan Stanley Smith Barney)
- Client Relations Associate and Marketing Analyst and Consultant Liaison @ Davis Hamilton Jackson & Associates, L.P.
- Investment Management Analyst @ Morgan Stanley
- Senior Consulting Group Analyst @ Smith Barney - Consulting Group
Karen Sotallaro's Education
- Texas A&M University
M.S. (Agricultural Economics)
1994 - 1996 - Texas A&M University
B.S. (Agricultural Economics)
1989 - 1994 - College for Financial Planning
CFP® Certification Professional Education Program
Karen Sotallaro's Skills
- Investment Management
- Investments
- Wealth Management Services
- Asset Allocation
- Financial Services
- Management
- Wealth Management
- Marketing
- Asset Management
- Portfolio Management
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