Karen Chan

California State Icon Torrance, California
Investment Operations Manager
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About Karen

Karen grew up in Michigan and attended the University of Michigan-Dearborn and Henry Ford Community College before concentrating on a career in Sales. Over the course of 17 years selling computer software, Karen relocated to New York City in 1989 and Manhattan Beach, CA in 1992 where she managed the Long Beach regional sales office for Compuware Corporation and eventually started a family. Karen joined EP Wealth Advisors as an Investment Operations Associate in the fall of 2018, following almost 9 years working for Caves & Associates as Operations Assistant then as an Investment Planning Analyst. Karen’s two children attend the University of Hawaii-Manoa and University of Colorado-Boulder, leaving Karen time to focus on work, play tennis, read and knit comfort scarves for victims of domestic abuse.

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University of Michigan-Dearborn

How can Karen help?


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