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Karen Cfp®

Principal at SBSB, LLC - Financial Planning Strategist and Lead Impact & ESG Investment Specialist

Karen Wawrzaszek, CFP®, CEPA, CTFA, is the Principal and Senior Director of Financial Planning at Sullivan Bruyette Speros & Blayney. She specializes in strategic investment advising and has extensive experience in wealth management. Her professional background includes roles that emphasize partnership with private foundations and high-net-worth individuals to optimize financial strategies.

In addition to her work at Sullivan Bruyette Speros & Blayney, she is also associated with Northern Trust Wealth Management, where she continues to leverage her expertise in financial planning and investment management.1

Highlights

Jan 24 · linkedin

This is a great opportunity to join an amazing team and to be part of a phenomenal work culture! DM me if interested or have a referral in mind!

Check out this job at Northern Trust: Senior Trust Advisor

Logan Helman Winn, JD, LL.M. Rick Fernandez, CPWA®

Nov 8 · linkedin

It was an honor to share philanthropy and fundraising insights at the Jewish Federations of North America #fedpro conference. My colleague Julia Davis, CFP® and I enjoyed representing the Foundation & Institutional Advisory Practice - seeing old friends and meeting new ones!

JFNA did a wonderful job making sure Israel was front and center for the conference and Northern Trust Wealth Management is honored to be a sponsor. It was great to see such a tremendous community come together and share community development strategies - especially during such difficult times.

#ocio #nonprofitleadership #foundations #investmentstrategies #missiondriven #community

Related Questions

What are some notable projects Karen Wawrzaszek has worked on at Sullivan Bruyette Speros & Blayney?
How did Karen Wawrzaszek transition from Northern Trust to Sullivan Bruyette Speros & Blayney?
What specific financial planning strategies does Karen Wawrzaszek specialize in?
Can you provide examples of Karen Wawrzaszek's achievements in her career?
What is Karen Wawrzaszek's educational background and professional certifications?
Karen Cfp®
Karen Cfp®, photo 1
Karen Cfp®, photo 2
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Location

Washington D.C. Metro Area