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Karen Denise

Karen Denise

Senior Director
Head, Wealth Client Service

  • 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

Client Solutions Group

Karen joined CAPTRUST in 2004 and currently serves as senior director, head of wealth client services in our Raleigh, North Carolina, 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
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