Karen Roth, CPA, CFA, MBA
Founder and Managing Partner
Prior to founding Apogee Wealth Advisors, Karen worked an accountant for three years, and then as a quantitative derivative analyst for Brown Brothers Harriman. She then served as a credit analyst and jointly managed portfolio loans to public utility companies for the Bank of New York. She next joined UBS Securities where she jointly managed a $2 billion loan portfolio, and then became a sell-side corporate bond analyst. Her next role was as a VP/Corporate Bond Analyst with Emigrant Savings Bank where she was responsible for high-yield and high-grade bonds, and preferred stocks. Karen then served as Senior High Yield Analyst at a high yield hedge fund, and most recently was an SVP in a wealth management firm where she honed her skills in financial and estate planning, insurance, and corporate benefits, and developed a loyal following of high net worth clients.
Karen serves a range of clients including young families, high net-worth families, financially savvy executives, athletes, and independent women. She uses her skills and experience to help clients achieve their financial goals. Karen’s primary mission while working with clients whom have opened their lives to her, is to keep their best interest and the best interest of their families, in mind. She prides herself on doing what it takes to help her clients achieve their financial goals, and taps into her vast network to orchestrate solutions.
Karen earned her MBA in Finance from NYU’s Stern School of Business, and received her undergraduate degree in accounting from State University of New York at Binghamton. She is a Certified Public Accountant and has earned the Chartered Financial Analyst designation. She has her Life and Health Insurance license and holds her FINRA series 6, 7, 63 and 65 registrations. She is a member of the New York State Society of Security Analysts, the CFA Institute, the AICPA, and the White Plains Bar Association. She is a frequent speaker at financial seminars and women’s groups.
One of Karen’s greatest accomplishments is that she has been able to balance her very demanding career with the needs of her family and her community. She is a Board Member of the UJA Westchester Business & Professionals Division, is active with 100 Women in Hedge Funds, and is on the finance committee at her synagogue. Karen was formerly on the Board of Oak Lane Child Care Center for several years and was the Treasurer of her synagogue Sisterhood. Karen is the mother of two amazing children. Karen and her husband and children live in Chappaqua, New York.
Kerri Kimball, CFP®
Founder and Managing Partner
Kerri is an independent wealth advisor and CFP® professional creating customized solutions for high net worth women and their families. She has over 25 years of financial planning and advisory experience. As Founder and Managing Partner of Apogee Wealth Advisors, she functions as her clients’ trusted advisor on all matters affecting their financial planning, investments, and insurance.
Kerri’s clients are goal-driven and seek to align their spending and investing with their values. They’re focused on living a healthy lifestyle, taking care of the planet, growing the economy responsibly and mindfully, and treating all people with respect. They seek to partner with her to build and preserve their assets to prepare for life’s significant moments.
Kerri hosts a series of Impact Investing seminars and has contributed to a number of publications including the Wall Street Journal, Bloomberg Businessweek, Financial Planning Magazine, and CNN Money, and she co-authored the Amazon bestseller Redefining Success: Real Women, Real Stories, Real Inspiration.
A recipient of the Women’s Choice Award for Financial Advisors, Kerri also serves as a founding member of the Cambridge ESG Advisory Council, a mentor for the CFP Board WIN-to-WIN program, and a member of the Financial Planning Association.
In addition to holding the CERTIFIED FINANCIAL PLANNER™ certification, Kerri holds Series 7, 24, 63, and 65 securities licenses. She earned a B.S. double major in Business Administration and Finance from Brigham Young University.
A native of the San Francisco area, Kerri has lived in New York for over a decade. She speaks French and Spanish and enjoys adventure travel, yoga, and gardening. She lives with her husband and two sons in Irvington, NY.
The Women's Choice Award® (WCA®) Financial Advisor program was created by WomenCertified Inc., being listed is not an endorsement by them or their partners/affiliates and is no guarantee of future investment success. The award is based on 17 criteria: credentials, experience, regulatory history, etc. Advisors do not pay a fee to be considered or listed. WCA® Financial Advisors/Firms represent less than 1% of advisors in the U.S. As of 10/2018, of the 463 considered, 108 were awarded. For more information, visit www.womenschoiceaward.com