Accounting Associate, Family Office Services
AD in Accounting, Milwaukee Area Technical College
- Jacobus Wealth Management, Inc., Family Office Financial Administration
- Vogel Consulting Group, LLC., Family Office Coordinator
- Jim Injeski Family Office, Accounting Assistant
Karen joined RMB Capital in 2017 when Jacobus Wealth Management (JWM) combined with RMB. At JWM, Karen was the family office financial administrator. She previously held various family office services roles at Jim Injeski Family Office and Vogel Consulting Group, LLC.
At RMB, Karen is responsible for monitoring and balancing portfolios, analyzing accounting reports, executing transfers, and more. She received her AD in Accounting from the Milwaukee Area Technical College.