Senior Portfolio Manager
Karen Dootson joined YHB in January 2009 as an Assistant Portfolio Manager. Karen has over 20 years of analysis, accounting and investment experience. At CIGNA, she gained experience in the Retirement and Investment Services Division, working with company-sponsored retirement plans, defined benefit and defined contribution pension plans and related investment portfolios.
Karen is a graduate of Eastern Connecticut State University with a B.S. degree in Business Administration/Accounting. She also earned an Associate Degree from Bay Path College in Marketing.
Karen has passed the FINRA Series 65 exam and is a Registered Investment Advisor Representative in the State of Connecticut. Currently, she is a member of the Women in Pension Network which represents all segments of the retirement industry.