Karen Japngie is a managing partner in Atlanta Capital Group’s New York office. She has been in the financial services industry for more than 35 years managing high net worth and trust and estate portfolio assets.
Karen began her career at Paine Webber in New York in 1978 as a registered investment advisor. She was also Vice President at the U.S. Trust Company of New York and acted in the capacity of Senior Portfolio Manager and head of Client Relations and Administration of the Campbell, Cowperthwait Division. She was a key member of the Investment Asset allocation committee at U.S. Trust. Prior to the acquisition of Campbell, Cowperthwait by U.S. Trust Company of New York, Karen worked at Campbell & Co. for more than fifteen years. She played an integral role in the growth of the boutique money management firm.
Karen joined Atlanta Capital Group following the firm’s acquisition of Optimum Growth Advisors in January of 2013, a wealth advisory firm she co-founded in 1996.
Karen has been married to her husband Anthony for nearly 30 years and they have two children, Travis and Danielle. She enjoys gardening, interior decorating and her week-ends on the beach. She is planning to re-start her golf game. She maintains a commitment to various local and school activities.
- Series 65
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