Karissa Karins Email & Phone Number

A financial services professional experienced in working with multigenerational client families to arrange and distill the numerous and complex pieces of financial data from their world into easily understandable reports and summaries to be used for financial planning. This encompasses consolidated financial reporting and coordinating transactions related to investments, tax coordination, estate planning, and philanthropy, as well as education sessions with the rising generation to promote financial literacy, stewardship, professional development, and communicating to build trust. I particularly enjoy creating visuals that simplify complexity, planning and coordinating philanthropic giving, and communicating to foster connections with clients. Additionally, I am passionate about international business and building relationships with people from diverse backgrounds and cultures. My perspective on economic development, international business, and wealth-creation has been shaped through study and experiences with international non-profits, for-profits and service trips to Puerto Rico and Italy. I am continuing my studies in these fields to increase my knowledge of the various thoughts, perspectives, and current events relevant to these topics. I have extensive experience working every day with Microsoft Excel, Word, and Asana. I am also experienced in Kepner-Tregoe's Problem Solving and Decision-Making processes and Adobe Lightroom.In my free time, you can usually either find me with a cup of tea and book in hand or immersed in the natural beauty of my home state of Colorado hiking, backpacking, fly fishing, or golfing.

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  Project Manager

  Matter Family Office

  2024 - Present - Denver, Colorado, United States