SilverLake Wealth Management is proud to announce the addition of Karen Heston, CFP® to our portfolio management and advisory team.
Karen has extensive experience as an investment specialist and client wealth advisor and will be a member of SilverLake’s Investment Policy Committee. As a Senior Portfolio Manager and Financial Advisor at SilverLake, she is able o combine her experience in macroeconomics and asset management with helping advisory clients prepare and invest for the future. Karen has a keen interest in helping women of all ages successfully prepare for retirement and longevity.
Prior to joining SilverLake, Karen served as a Senior Financial Advisor for Martha’s Vineyard Investment Advisors, LLC, advising individual clients and island non-profit organizations with respect to investment policy and asset allocation, portfolio risk management, and retirement planning strategies. As a Managing Partner of hedge fund Sage Capital Management, LLC, Karen worked for over two decades as the key portfolio manager in Sage’s market-neutral convertible bond strategy. She began her career as an interest rate risk management specialist working on the top trading desks of several NYC money center banking institutions.
Karen received her BA from Middlebury College, Vermont and MBA from the New York University Stern School of Business. She is also a CFP® professional and works with advisory clients in a fiduciary capacity.
Karen relocated to Vermont to live closer to family in the area and to enjoy all the outdoor pursuits that the Green Mountains offer throughout the year. Karen loves all forms of skiing, biking and hiking with her dog, Rory and her two adult children.