SMC: Adam Sarhan Interviewed Karen McClintock About The Power Of Compounding. ~$4B AUM

The Power Of Compounding Returns. Adam Sarhan interviewed Karen
McClintock- CFA- CIC – Managing Director and Principal at
Robertson Stephens with nearly $4 billion in assets under
management (AUM).   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.  Karen earned an MBA from the University of
Southern California and a BA from San Diego State University.
Karen holds the coveted CFA designation and is also a Certified
Investment Counselor.  Karen lives in Pasadena, California
where she is active with several charitable organizations
including the Order of the Holy Sepulchre and the Order of Malta.
She enjoys food, wine, travel and hiking. She takes to heart the
guidance offered by John Muir, “Of all the paths you take in
life, make sure a few of them are on dirt.”