Karen Mc Coll
About Karen Mc Coll
Karen McColl is the Senior Vice President of Wealth Management at Commonwealth, overseeing multiple teams and focusing on solving key industry challenges since joining in February 2021.
SVP Wealth Management at Commonwealth
Karen McColl joined Commonwealth in February 2021, where she serves as the Senior Vice President of Wealth Management. In this role, she oversees multiple teams, including Advanced Planning, Annuity Research, Insurance, Investment Consulting Services, and Retirement Consulting Services. McColl collaborates with senior leadership to address and solve significant challenges within the wealth management industry, drawing on her extensive experience to guide the organization.
Karen McColl's Financial Expertise
Karen McColl is a seasoned professional in wealth management, believing in the power of disciplined investment approaches to help individuals achieve their financial goals. She has witnessed the real-life impact of sound financial advice and decisions on people's lives, which drives her work at Commonwealth. McColl is also a CFA® charterholder and holds several FINRA securities registrations, including Series 7, 24, 26, and 63, which underscore her extensive qualifications in the financial sector.
Karen McColl's Educational Background
Karen McColl holds a Bachelor's degree in international relations and Latin American studies from Boston University. She furthered her education by earning an MBA from the MIT Sloan School of Management. These academic credentials lay a strong foundation for her expertise in wealth management, enabling her to blend analytical skills with a global perspective.
Personal Life and Interests of Karen McColl
Outside of her professional life, Karen McColl enjoys spending time with her husband, John, and their two daughters, Reagan and Finley. She is passionate about strength training, traveling, and trying different cuisines. McColl also has a keen interest in reading psychological thrillers and enjoys listening to Latin pop rock, reggaeton, and salsa music. Born in Colombia, she appreciates the rich cultural heritage and natural beauty of her birthplace.