About this business
Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, families and boards so they can accomplish their financial objectives.
Prior to joining Robertson Stephens, Karen was a Founding Partner and President of LS Investment Advisors (a lift-out from Loomis Sayles in 2018). While at LSIA, she worked closely with her clients and counseled multi-generational families on achieving their financial goals. Previously, Karen worked in the Private Client Group at Loomis Sayles focusing her experience on high-net-worth families. Karen began her career in wealth management at The Boston Company in Los Angeles.
Products and Services
Robertson Stephens
Estate Planning
Investment Management
Portfolio Management
Wealth Planning
Retirement Planning
Public investments
Private investments
Asset Allocation
Tax efficient investments
Our Specialties: Family Office, Ultra High Net Worth, High Net Worth, Families in California, Women Investors, Multi-generational planning, non-profit boards, Investment committees, Investment objectives and risks, Unbiased advice, Portfolio construction, Thematic investing, Income generation, Tax efficient investing
Memberships and Associations
Holy Family Adoption, The Order of Malta, The Order of the Holy Sepulchre, California Patrons of the Arts in the Vatican Museums, CFA Society Los Angeles (CFALA)
karen.mcclintock@rscapital.com
Mon 9:00 AM to 5:00 PM
Tue 9:00 AM to 5:00 PM
Wed 9:00 AM to 5:00 PM
Thu 9:00 AM to 5:00 PM
Fri 9:00 AM to 5:00 PM
Sat Closed
Sun Closed
Features
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