Karen Asbra
Executive Director, Operations
Executive Director, Operations
Karen Asbra is passionate about creating operational excellence and delivering a seamless client experience. In her role as Executive Director, she is leading the transition of EP Wealth’s Chicago Northshore office and looks forward to spearheading future operations initiatives.
Karen brings nearly two decades of experience in financial services, having helped grow the legacy firm Rappaport Reiches Capital Management (RRCM) over 18 years. She previously served as Chief Operating Officer and Senior Financial Advisor, where she helped shape firm strategy and client service delivery.
Karen is a graduate of Northwestern University—go Cats! She holds her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and a Series 65 license.
Outside of work, Karen enjoys traveling, attending the theater, fostering dogs and spending quality time with her family. She brings the same dedication and warmth to her personal life as she does to her work with clients and colleagues.
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
EP Wealth’s Rich DeRafelo, CFP®, shares...
Explore tax-smart strategies for...
EP Wealth’s Scott Upham, CIMA®, CPWA®,...
Learn how tax-loss harvesting can help...