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Karen Blodgett

Director of Wealth Management, Partner at Aspiriant; Chair, Board of Directors at Aspiriant

Karen Blodgett is a seasoned wealth manager and a Partner at Aspiriant, a prominent independent wealth management firm. Her expertise spans across investment management, financial planning, executive compensation, equity-based compensation, retirement planning, and inter-generational wealth planning. Prior to her current role, Karen gained experience in marketing and corporate strategy roles at various technology start-ups and large multinational organizations.

In 2014, Karen was recognized as one of the Financial Times FT 100 US Women Financial Advisers. She serves as a Board member at Aspiriant and has held positions like former member of the Dartmouth Alumni Council, former Executive Committee member for the Tuck School Annual Giving Campaign, former Board member of the FPA of San Francisco, and former Advisory Board member of the Bay Area Financial Education Foundation.

Karen's educational background includes a BA in Mathematics modified with Computer Science from Dartmouth College, an MBA in Business Administration from The Tuck School of Business at Dartmouth, and a CFP in Financial Planning from the University of California, Berkeley.

Throughout her career, Karen has held key positions at noteworthy organizations such as Aspiriant, Kochis Fitz, Financial Connections Group, Inc., FamilyWonder.com, Excite@Home, @Home Network, Nestle Beverage Company, PepsiCo, Bain & Company, Hewitt Associates, and more.

Disclaimer: The information provided here is for informational purposes only and should not be considered as investment advice. Karen Blodgett's profile does not solicit services, and any external links are provided for convenience without guaranteeing accuracy or completeness of information.

Karen Blodgett's work at Aspiriant and various other organizations showcases her vast experience and knowledge in wealth management, financial planning, marketing, and corporate strategy.

Karen Blodgett
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Location

San Francisco, California, United States