Karen Armstrong
About Karen Armstrong
Karen Armstrong is the Senior Vice President at Jefferies, specializing in wealth management and advisory roles for tax-exempt entities.
Current Title and Role
Karen Armstrong is the Senior Vice President at Jefferies, a position she has held since 2022. She is based in Los Angeles, California, where she leverages her extensive experience in wealth management to serve a diverse client base.
Professional Experience in Wealth Management
Karen Armstrong has a distinguished career in wealth management, previously serving as Vice President Wealth Management at Jefferies LLC from 2007 to 2022. Additionally, she held the role of AVP at Jefferies Finance LLC, working from 2007 to 2018. Her tenure in these roles spans over a decade and reflects her deep expertise in the industry.
Educational Background
Karen Armstrong holds a Bachelor of Arts (BA) degree from the University of California, Los Angeles (UCLA). She completed her studies between 1980 and 1984, establishing a solid academic foundation for her career in finance and wealth management.
Specialization in Wealth Management Services
Karen Armstrong specializes in providing advisory and consultative roles for tax-exempt entities, including foundations and endowments. Her approach focuses on delivering individualized and innovative investment solutions tailored to high-net-worth individuals and families.
Integration of Institutional Capabilities
Karen Armstrong has been instrumental in integrating Jefferies' institutional capabilities into its wealth management services. She utilizes Jefferies' world-renowned sales & trading platform to enhance the wealth management solutions offered to her clients.