Karen R. Keatley

Karen Keatley is the current Principal & Chief Wealth Management Officer at Modera Wealth Management. Karen has over 15 years of experience in the financial industry. Prior to their current role, they served as a Board Member and Finance Chair for the Women's Impact Fund from January 2015 to December 2017. Karen also served as the President of Keatley Wealth Management, LLC from October 2003 to January 2020. In their role as President, they provided holistic financial planning and investment management on a strictly fee-only basis.

Karen R. Keatley has an MBA from Duke University in Finance and a BA from Lehigh University in Economics and Psychology. Karen also has a certification from the CFP Board in Certified Financial Planner and a certification from 162977 in Chartered Financial Analyst.

They are on a team with Theresa Apruzzese Days - Principal & Chief Compliance Officer, Peter Somich - Principal & Director of Finance, and Jeanne Owens - Principal & Director of Operations. Karen R. Keatley reports to Tom Orecchio, CEO, Principal & Wealth Manager.