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  • With CAPTRUST Since 2004
  • 919.870.6822
  • 4208 Six Forks Road, Suite 1700 Raleigh, NC 27609

Karen Denise

Karen Denise

Senior Director,
Wealth Client Services

  • Broadway, NC
  • To Kill a Mockingbird | The Color Purple
  • Christine Lagarde, Robert Plant, and Franklin D Roosevelt
  • Laugh, and the world laughs with you; Week, and you weep alone.
  • Honesty, diplomacy, and kindness

Business Operations Group

Karen joined CAPTRUST in 2004 and currently serves as senior director, wealth client services in our Raleigh headquarters.

Karen has held several positions during her tenure at the firm. Most recently, she led CAPTRUST’s wealth operations unit where she was responsible for developing, testing, training, and maintaining procedures to improve efficiencies in the wealth operations department. Prior to joining CAPTRUST, Karen worked in Wachovia Bank’s personal trust and investment management departments.

Education

  • Bachelor of Business Administration degree in trust management and financial planning from Campbell University

Awards & Recognition

  • CAPTRUST Community Service Award | 2005
  • CAPTRUST Step-up Award | 2017