Karen Sotallaro's Location

Houston, TX, US

Karen Sotallaro's Work

  • 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

Karen Sotallaro's Summary

Karen Sotallaro, based in Houston, TX, US, is currently a Lead Advisor at Oak Harvest Financial Group, bringing experience from previous roles at Asset Management Advisors, Inc. (Aquired by Cresset), Houston Asset Management, Independent Contractor / The DRL Group and Kanaly Trust, LTA. Karen Sotallaro holds a 1994 - 1996 M.S. in Agricultural Economics @ Texas A&M University. With a robust skill set that includes Investment Management, Investments, Wealth Management Services, Asset Allocation, Financial Services and more, Karen Sotallaro contributes valuable insights to the industry. Karen Sotallaro has 5 emails on RocketReach.

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