Karen A. Chapell
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Karen A. Chapell is Vice President and Portfolio Manager. She joined Retirement Income Solutions, Inc. in 2007. Karen provides financial planning and general investment advice to clients. She coordinates account set-up, transfer and implementation for new clients. She coordinates recommendations regarding SEI portfolios, investments, seasonal moves and other active trading.
Karen has a BA in psychology from the University of Michigan. She has 21 years of investment and client service experience with local Ann Arbor investment advisory and retail brokerage clients. During her tenure at Beacon Investment Company, Karen served as a relationship manager for an independent investment advisory firm with more than $450 million in assets, offering discretionary investment management for individual, corporate, endowment, foundation, and institutional portfolios. In addition, she managed the team responsible for the performance measurement and reporting functions of the office.
Education
1993, BA, University of Michigan, Psychology Major
Experience
1988-1991, Sales Associate, Smith Barney
1992-1993, Portfolio Associate, Paine Webber
1993-2006, Portfolio Manager, Beacon Investment Company
2007-present, Vice President & Portfolio Manager, Retirement Income Solutions, Inc.
Community Involvement