Karen Wawrzaszek Cfp®, Cepa, Ctfa

Karen Wawrzaszek Cfp®, Cepa, Ctfa Email and Phone Number

Speaker-Panelist-Podcaster-Contributor @ Impact & Philanthropy Thought Leader
Washington, DC, US
Karen Wawrzaszek Cfp®, Cepa, Ctfa's Location
Washington DC-Baltimore Area, United States, United States
Karen Wawrzaszek Cfp®, Cepa, Ctfa's Contact Details

Karen Wawrzaszek Cfp®, Cepa, Ctfa personal email

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Karen Wawrzaszek Cfp®, Cepa, Ctfa phone numbers

About Karen Wawrzaszek Cfp®, Cepa, Ctfa

As a strategic investment advisor and OCIO executive, I partner with private foundations, endowments, and non-profit organizations to provide objective advice that supports investment programs that advance the financial goals of the organization to include alignment with impact and mission oriented goals. I am a recognized thought leader in impact and ESG (environmental, social, governance) investing as well as philanthropic investment planning. I work with my clients to incorporate these unique strategies as part of their investment planning & legacy initiatives. I am passionate about mentoring female entrepreneurs and education reform in the Washington DC region as well as giving back to my community by sharing my expertise with non-profit organizations and other community based projects that are working to change outcomes for families living in poverty. When I am not consulting with my clients, speaking or writing white papers, you can find me at art museums with my son or practicing my hobby of painting abstract and impressionism art.

Karen Wawrzaszek Cfp®, Cepa, Ctfa's Current Company Details
Impact & Philanthropy Thought Leader

Impact & Philanthropy Thought Leader

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Speaker-Panelist-Podcaster-Contributor
Washington, DC, US
Karen Wawrzaszek Cfp®, Cepa, Ctfa Work Experience Details
  • Impact & Philanthropy Thought Leader
    Speaker-Panelist-Podcaster-Contributor
    Impact & Philanthropy Thought Leader
    Washington, Dc, Us
  • Northern Trust Wealth Management
    Regional Director For Foundation & Institutional Advisory
    Northern Trust Wealth Management Sep 2023 - Present
    Chicago, Il, Us
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  • Meyer Foundation
    Chair Of Investment Committee & Member Of The Board Of Directors
    Meyer Foundation Jun 2019 - Present
    Washington, District Of Columbia, Us
    View
  • Teach For America
    Chairman Of The Board Of Directors
    Teach For America Apr 2021 - Present
    New York, Ny, Us
    View
  • Global Impact
    Board Member And Finance Committee Chair
    Global Impact Jan 2022 - Present
    Washington, District Of Columbia, Us
    View
  • Student Conservation Association
    Board Member
    Student Conservation Association Apr 2024 - Present
    Arlington, Virginia, Us
    Working to advance the next generation in conservation!
    View
  • Impact & Philanthropy Thought Leader
    Speaker-Panelist-Podcaster-Contributor
    Impact & Philanthropy Thought Leader Jun 2008 - Present
    Speaker on #esg, #philanthropy, #impactinvestment, #financialliteracy, and #investmentmanagement and #familyoffice
  • Beyond The Billion® (Launched As The Billion Dollar Fund For Women®)
    Global Advisory Council
    Beyond The Billion® (Launched As The Billion Dollar Fund For Women®) Mar 2023 - Present
    Washington Dc, District Of Columbia, Us
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  • Greater Washington Community Foundation
    Co-Chair Of Professional Advisory Council
    Greater Washington Community Foundation Oct 2021 - Present
    Washington, District Of Columbia, Us
    I serve as the co-Chair for the Professional Advisory Council of The Greater Washington Community Foundation where we connect the advisory community to the philanthropy initiatives and strategies that donors are engaging in for high impact in the Washington Community.
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  • 50/50 Women On Boards
    Leadership Circle Member
    50/50 Women On Boards May 2021 - Present
    Los Angeles, California, Us
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  • The Pomona Society
    Founder & Chief Executive Officer
    The Pomona Society Mar 2018 - Mar 2024
    Washington, Dc, Us
    The Pomona Society is a diverse collective of Women in Impact in Washington, D.C. who collaborate to affect system change for women and families through four distinct pillars. We believe that every woman has incredible capital at her disposal that can be leveraged in service to others. Regardless of whether you possess social, political, intellectual, emotional, financial or spiritual capital. Pomona Society is an opportunity for women to combine their collective resources in order to make extraordinary impact with Washington, D.C. and beyond.
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  • Bny Mellon Wealth Management
    Regional President
    Bny Mellon Wealth Management May 2021 - Aug 2023
    New York, Ny, Us
    Karen oversees all aspects of Wealth Management product portfolio and client relationship management in the Washington DC Region. She drives the region's overall strategic plan. She is a expert and specialty adviser in emerging strategies such as sustainable investing and impact philanthropy. As a subject matter expert in ESG and philanthropy, she provides education and coaching to the wealth management team and external partnerships. Karen also serves on the firm's Responsible Investment Advisory Board and the Philanthropic Practice Workgroup.
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  • Sbsb Financial Advisors
    Principal & Senior Director Of Financial Planning
    Sbsb Financial Advisors Nov 2018 - May 2021
    Mclean, Va, Us
    As the firm’s Senior Director of Financial Planning, I provide strategic financial planning leadership and ESG & impact investing expertise to individuals, families, and institutions. I also serve as a member of the firm's investment policy committee.
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  • Bubble
    Advisory Board Member
    Bubble Sep 2018 - Apr 2021
    Washington, Dc, Us
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  • Washington Area Women'S Foundation
    Treasurer And Board Member
    Washington Area Women'S Foundation May 2014 - Dec 2020
    Washington, District Of Columbia, Us
    We mobilize our community to ensure that economically vulnerable women and girls in the Washington DC region have the resources they need to thrive.http://thewomensfoundation.org/
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  • Rockefeller Capital Management
    Managing Director & Head Of Dc Office
    Rockefeller Capital Management Sep 2015 - Nov 2018
    New York, New York, Us
    Senior Wealth Advisor and thought leader for impact investing, philanthropy consulting, and complex financial planning for family office and foundations clients.
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  • The Shakespeare Theatre Company
    Board Of Trustees Member
    The Shakespeare Theatre Company Mar 2016 - Feb 2018
  • Pitcairn
    Managing Director & Head Of Office
    Pitcairn Aug 2011 - Sep 2015
    Jenkintown, Pennsylvania, Us
    As head of DC office and lead advisor to multi-generational family members, I consulted with families on complex planning matters related to their investments, closely-held businesses, and estate plans. Led firm-wide Impact Investment Advisory initiatives.
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  • Eastside Domestic Violence Program
    Finance Committee And Board Member
    Eastside Domestic Violence Program Aug 2009 - Aug 2011
    Bellevue, Wa, Us
    I am dedicated to helping EDVP utilize capital resources efficiently to ensure sustainability and growth of critical social programs.
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  • Citi Private Bank
    Director
    Citi Private Bank Jan 2010 - Jul 2011
    Specialist delivering financial planning and private wealth management solutions with a globally oriented focus. Specifically worked with bankers to build a financial planning focus.
  • Laird Norton Wealth Management
    Vice President And Investment Advisor
    Laird Norton Wealth Management Jul 2008 - Dec 2009
    Multi-Family Office specializing in Investment Management and Wealth Transfer Solutions with a focus on legacy planning and impact and mission related investing.
  • U.S. Trust
    Vice President/Private Client Manager/Trust Officer
    U.S. Trust Jul 1997 - Jun 2008
    Us
    Advisor of Trust and Investment solutions to ultra high net worth clients of the U.S. Trust, Bank of America Private Wealth Management Division. Served as project manager lead on several merger projects throughout my tenure.
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Karen Wawrzaszek Cfp®, Cepa, Ctfa Skills

Impact Investing Investment Management Wealth Management Wealth Asset Management Investments Asset Managment Estate Planning Securities Philanthropy Charitable Planning Finance Portfolio Management Trusts Asset Allocation Alternative Investments Investment Strategies Investment Advisory Hedge Funds Mutual Funds Retirement Planning Strategic Financial Planning Equities Financial Advisory Plannning Financial Planning Private Equity Strategic Planning Financial Analysis Fixed Income Nonprofit Management Management Public Speaking Asset Wealth Management Services Family Governance Financial Literacy Training Multi Generational Wealth Transfer Socially Responsible Investing Etfs

Karen Wawrzaszek Cfp®, Cepa, Ctfa Education Details

  • Wichita State University
    Wichita State University
    Finance
  • Kaplan University
    Kaplan University
    Certified Financial Planner
  • Cannon Financial Institute
    Cannon Financial Institute
    Trust And Estate Planning

Frequently Asked Questions about Karen Wawrzaszek Cfp®, Cepa, Ctfa

What company does Karen Wawrzaszek Cfp®, Cepa, Ctfa work for?

Karen Wawrzaszek Cfp®, Cepa, Ctfa works for Impact & Philanthropy Thought Leader

What is Karen Wawrzaszek Cfp®, Cepa, Ctfa's role at the current company?

Karen Wawrzaszek Cfp®, Cepa, Ctfa's current role is Speaker-Panelist-Podcaster-Contributor.

What is Karen Wawrzaszek Cfp®, Cepa, Ctfa's email address?

Karen Wawrzaszek Cfp®, Cepa, Ctfa's email address is kw****@****kco.com

What is Karen Wawrzaszek Cfp®, Cepa, Ctfa's direct phone number?

Karen Wawrzaszek Cfp®, Cepa, Ctfa's direct phone number is +121254*****

What schools did Karen Wawrzaszek Cfp®, Cepa, Ctfa attend?

Karen Wawrzaszek Cfp®, Cepa, Ctfa attended Wichita State University, Kaplan University, Cannon Financial Institute.

What skills is Karen Wawrzaszek Cfp®, Cepa, Ctfa known for?

Karen Wawrzaszek Cfp®, Cepa, Ctfa has skills like Impact Investing, Investment Management, Wealth Management, Wealth, Asset Management, Investments, Asset Managment, Estate Planning, Securities, Philanthropy, Charitable Planning, Finance.

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