Karen M. Tatman Senior Portfolio Advisor
Joined Northern Trust
Education
- M.B.A. degree in Finance from the Keller Graduate School of Management
- Bachelor’s degrees with honors in Business Administration and Environmental Science, University of Illinois at Urbana-Champaign
Credentials
- CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
Expertise
Karen M. Tatman, CFP® currently serves as Senior Investment Officer, leading the investment practice for the Los Angeles market. She manages investment portfolios for high net worth individuals, non-profit organizations, business owners and corporate entities.
Karen specializes in creating and implementing investment strategies personalized to each client's unique financial goals and aspirations. Through collaboration with her team of Northern Trust experts, Karen advises clients on financial planning, portfolio construction, asset allocation, trust & estate planning, charitable giving and tax strategies.
Experience
Karen has over 23 years experience managing Private Client Wealth. Prior to joining Northern Trust Wealth Management in 2007, Karen managed investments at Goldman Sachs, Calamos Investments and a private hedge fund in Lake Tahoe, NV. She began her career as a financial consultant with Arthur Andersen.