Molly Karlson

Molly Karlson, CFA began their work experience in 1987 at Standish Mellon Asset Management, where they served as Vice President and played a key role as one of the founding members of the Insurance Division. Their responsibilities included portfolio management for over 50 insurance accounts and developing strategies for strategic insurance accounts. In 2003, they joined Fiduciary Trust Company as a Vice President, where they developed personalized investment solutions for clients, advised them on financial matters such as risk tolerance and tax planning, and led the company's efforts in integrating ESG information into investment decisions.

Molly Karlson, CFA has a Chartered Financial Analyst (formerly AIMR) from the CFA Institute, which they obtained from 2000 to 2002. Molly also holds a Master of Business Administration (MBA) in finance and management from Babson College, which they completed from 1990 to 1994. In addition, they have a Bachelor of Arts (B.A.) in economics from Framingham State University, which they achieved from 1983 to 1987.