Karen Murray

Consultant

Karen Murray is a much sought-after writer specializing in financial services and wealth management. Her proven expertise lies in investing and financial planning for financial professionals, institutional investors, Ultra-High-Net-Worth Individuals (UHNWIs) and retail investors. She has more than 30 years of experience as a marketing writer and strategist.

In her career, Karen has created adviser-facing and client-approved materials targeted to the High-Net-Worth (HNW) market, crafted custom websites and brochures for leading financial advisors at major firms, conceptualized and written a suite of educational materials for a private investments manager and written webpages and pitch books for several fintech firms. She is most passionate about taking complex topics and making them straightforward for investors at all levels, effortlessly creating a clear marketing strategy and messaging.

Karen lives on the North Fork of Long Island in New York with her husband. She’s the proud mother of a 24-year-old daughter and 23-year-old son. In her free time, she enjoys visiting museums, knitting and reading. She was an alumni interviewer for Duke University for nearly 15 years and has served on her local library and church boards, as well as various school committees.

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