Mon - Fri 8:00am-4:45pm (216) 771-3450
Mon - Fri 8:00am-4:45pm (216) 771-3450

Karen Wisner

Karen Wisner

Position: Operations Analyst
Categories: Information Technology and Operations
Location: Our Team

Karen M. Wisner is an Operations Analyst responsible for verifying and maintaining the financial accounting records of institutional and retail investment clients to ensure accurate reporting. She manages portfolio reconciliation, securities overview, document retention, fixed income corporate actions, and month end pricing.

Karen has been a devoted part of the team since September of 1990, joining the company when it was known as its predecessor, Duff & Phelps Investment Management Co. Over the years, she has developed a strong understanding of securities processes and account reconciliation, continuing to adapt operations to ensure the most efficient methods are being utilized. Previously, she worked in the Operations department at Roulston & Company as a Trading Desk Assistant.