Karin is an Institutional Operations Associate responsible for the operational, custodial, and trading support of the institutional client base at LVW. Karin joined in 2015 bringing over 15 years of financial services expertise.
Prior to joining LVW Advisors, Karin worked at Bonadio Financial Services as a Relationship Manager. Her primary focus throughout her financial services tenure has been to enhance and deepen client relationships, always going above and beyond, and managing client expectations with the utmost care and respect. She is a team player always contributing and helping to provide office efficiencies and providing best practices as needed.
Karin graduated from The State University of New York at Albany (SUNY Albany) with a bachelors degree in economics. She has earned her Series 6 and 63 securities licenses, and her life insurance license in New York. In her personal time, she loves spending time with family, especially her four nephews. She is very active both indoors and out, and often travels to Florida to enjoy the sunshine and time with friends.