Karen Pratt Hunt

Karen came to the Firm with a dozen years of experience in investment management operations. She supports clients and TFA advisors with trade execution, cash management, compliance and process improvement. She acts as an interface with our principal custodian, Fidelity Institutional Wealth Services (“FIWS”), as well as other delivering organizations to assure seamless account maintenance and accurate transactions. Her mission is to prevent errors and to minimize administrative burdens placed on our clients. Karen plays a key role in the preparation of investment performance reports. She works closely with our Chief Compliance Officer to assure conformity with Federal, state and local regulations as well as Firm policies and procedures.