Karen Lam

Karen Lam is a Senior Client Associate with Acadia Wealth Partners at Rockefeller Capital Management. She works closely with advisors to develop and maintain client relationships, implement investment strategies, and serves as a direct point of contact for client inquiries. Prior to becoming a Senior Client Associate, Karen worked with the Rockefeller Trust Company N.A. as a Junior Trust Accountant where she supported Trust Officers with the administration and tax preparation of trusts and foundations. Prior to joining Rockefeller Capital Management, Karen worked at a boutique broker dealer in Long Island as an executive assistant. Karen majored in Political Science at Boston College and holds FINRA Series 7 license. Karen lives in New York City with her fiancé, Jeffery, and is a member of the Young Patrons Circle of the New York City Ballet.