Karen Leech, CPWA®
Wealth Manager & Employee Owner
Karen sees herself as a navigator, in a sense, guiding clients through the many different planning stages of their lives and making sure their investment strategies align with their personal goals through transitions like retirement, divorce or loss of a spouse. She also has a keen interest in finding ways to help her clients have a positive social impact and has worked with a number of clients to develop and implement an impact investment strategy.
She began her professional career in the United Kingdom, initially working with two large insurance companies and later as a financial advisor for Compton House Financial Management. Compton House originally had been part of a law firm before the law and financial segments were separated. The skills that were invaluable for a law firm, such as careful documentation and compliance, helped grow her capabilities as a wealth manager.
After relocating to the United States, Karen joined the team at LNW and has been with the firm for over 20 years, supporting a core group of clients by combining her attention to detail with listening and problem-solving skills.
- Certified Private Wealth Advisor® professional
- Certificate in Professional Studies, Securities and Portfolio Management, Birmingham University
- National Diploma in Business Studies, Northampton College, U.K.
- Member of the Global Financial Planning Institute
- Investment Committee Co-Chair, The Redwoods
- Board and Investment Committee, British Benevolent Society of California
Loves to play Scrabble, whenever she can find someone to play with her and enjoys playing tennis, running and carving out time for a quiet moment to read.
