Karen Sotallaro
Managing Director, Wealth Advisor @Cresset
Houston, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2025 — Present
Managing Director, Wealth Advisor @Cresset
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Houston, TX, US
EDUCATION
N/A
College for Financial Planning
CFP® Certification Professional Education Program
1989 — 1994
Texas A&M University
B.S., Agricultural Economics
1994 — 1996
Texas A&M University
M.S., Agricultural Economics
SKILLS
Wealth Management ServicesInvestment ManagementAsset AllocationFinancial ServicesInvestmentsWealth ManagementAsset ManagementPortfolio ManagementMarketingStrategic Financial PlanningAlternative InvestmentsHigh Net Worth IndividualsManagementProject ManagementBudgetingPublic RelationsEquitiesFinancial AnalysisAsset ManagmentFinancial PlanningFinanceEvent ManagementEvent PlanningLeadershipCustomer Service
ABOUT KAREN SOTALLARO
Managing Director, Wealth Advisor at Cresset
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