Karen Samuels

Karen Samuels

Client Service Manager
ksamuels@htsw.com
201-834-9616
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Education

  • Bachelor of Arts in psychology from Trinity College
  • Master of Arts in counseling psychology from Fairleigh Dickinson University

Certification(s) & Designation(s)

About Karen

Karen is a client service manager at Hightower Signature Wealth 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 Bachelor of Arts in psychology from Trinity College and Master of Arts in counseling psychology from Fairleigh Dickinson University.

Karen’s Recommended Reads

  • 5 minutes

    Weekly Wisdom: Fed Meeting Recap – Higher Rates, Stronger Growth

    The Fed Delivers a Rate Hike The Federal Reserve raised the federal funds target range by 25 basis points to 3.75%–4.00% at its September meeting, marking the first rate increase in more than three years.1 The decision was unanimous and largely anticipated by markets, but the more important message came from the Fed’s updated projections and…

  • 2 minutes

    The Most Powerful Financial Tool Women Have Isn’t Money. It’s Their Voice.

    Why Asking Questions May Be the Key to Financial Empowerment For years, conversations about women’s financial empowerment have centered on income, investing, and retirement planning. While those topics remain important, new research suggests the real catalyst for financial confidence may be something much simpler: asking questions. According to the Savvy Ladies 2026 Mid-Year National Women’s…

  • 2 minutes

    In the News: Stephanie Temporiti Shares Inheritance Planning Insights with Kiplinger

    Inheriting a stock portfolio can create meaningful possibilities, but it often happens during a period of grief when making major financial decisions may feel especially difficult. Stephanie Temporiti, Wealth Advisor and Executive Director at Hightower Signature Wealth, recently spoke with Coryanne Hicks of Kiplinger about the questions beneficiaries should ask before deciding what to do…