Karen McClintock, Robertson Stephens

Karen McClintock, Robertson Stephens
251 S. Lake Avenue, Suite 800
Pasadena, CA 91101
M-F 9am-5pm, Sa-Su Closed

Monday: 
9:00 am – 5:00 pm
Tuesday: 
9:00 am – 5:00 pm
Wednesday: 
9:00 am – 5:00 pm
Thursday: 
9:00 am – 5:00 pm
Friday: 
9:00 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, families and boards so they can accomplish their financial objectives. Prior to joining Robertson Stephens, Karen was a Founding Partner and President of LS Investment Advisors (a lift-out from Loomis Sayles in 2018). While at LSIA, she worked closely with her clients and counseled multi-generational families on achieving their financial goals. Previously, Karen worked in the Private Client Group at Loomis Sayles focusing her experience on high-net-worth families. Karen began her career in wealth management at The Boston Company in Los Angeles.

Specialties

Family Office
Ultra High Net Worth
High Net Worth
Families in California
Women Investors
Multi-generational planning
non-profit boards
Investment committees
Investment objectives and risks
Unbiased advice
Portfolio construction
Thematic investing
Income generation
Tax efficient investing

Services

Estate Planning
Investment Management
Portfolio Management
Wealth Planning
Retirement Planning
Public investments
Private investments
Asset Allocation
Tax efficient investments