Karen Leung

Karen Leung has extensive experience in wealth management and financial strategy, currently serving in the Strategy and Finance division at Alex. Brown, a Division of Raymond James since July 2016. Key accomplishments include facilitating the integration of the Alex Brown acquisition from Deutsche Bank and conducting comprehensive financial analyses to support senior management. Previous roles include significant positions at Morgan Stanley, JPMorgan Chase & Co., Bank of America, and Merrill Lynch, where Karen Leung demonstrated expertise in financial planning, data analysis, acquisition integration, and business strategy development. Education includes an MBA in Finance and Entrepreneurship and a Bachelor’s Degree in Accounting and Finance from Baruch College.