Karen R. Werley
Client Service Manager
Schneider Downs Wealth Management Advisors, LP
Karen has more than 26 years in the financial service industry and joined our team in 2007. As our Client Service Manager, Karen’s primary responsibility is to act as the first point of contact for our clients. Karen coordinates account paperwork, assists with compliance operations, deals directly with the account custodians to resolve issues and provides day-to-day support to the group’s investment advisors.
In addition to her financial experience Karen has obtained a Business Certificate and continues her education through specific training classes. Karen has earned the CFA® Institute Investment Foundations™ Certificate. The CFA® Institute Investment Foundations™ Certificate is a global education program and exam designed to give anyone working in financial services a clear understanding of the investment industry and their professional responsibilities within it. It is focused on the essentials of finance, ethics, and investment roles.