" I love the daily interactions with my team members and our clients. Every day is different. "

Karen Werley

During her more than 26 years in the financial services industry, Karen has held marketing, compliance, operations and client service positions. She even spent two years as a personal chef before joining Schneider Downs Wealth Management in 2005. Karen’s current position as our Client Service Manager gives her the opportunity to do what she likes most, talk to our clients and offer her assistance with their day-to-day needs. She also works with our custodians to resolve issues, and provides support to the group’s investment professionals.

Karen is the proud mom of two adult children, a son and a daughter, and happy grandmother (known as O.G. – Other Grandma), of two adorable grandsons. She and her husband, Scot, spend their spring, summer and early fall weekends sailing one-design sailboats on the Pymatuning Reservoir. She still loves to cook, often volunteering her skills for group events.

Professional Licenses & Designations

Investment Foundations™ Certificate, CFA Institute

Education

Business Certificate

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876