Karen Samuels

Client Service Manager

Karen is an Investment Operations Manager at HTSW with deep, specialized experience supporting UHNW and family office clients. She has had a diverse financial services career, with exposure to retail brokerage, benefits and investment solutions, trade support and portfolio administration. She takes a business analyst approach to financial operations with the end goal of elevating the client experience. She spent much of her career as an Assistant Vice President with a large RIA working in overlay management optimizing trading and operations workflow for separately and unified managed accounts.

Karen excels at delivering quality service by identifying barriers to success and finding scalable solutions. She holds a B.A. in Psychology from Trinity College and M.A. in Counseling Psychology from Fairleigh Dickinson University.