- Who We Serve
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- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Karen Echols joined Northern Trust in 2006 and brings over 12 years of trust experience servicing corporate employee benefit plans.Prior to joining Northern, Karen was a Senior Client Relationship Account Manager with Charles Schwab Trust Company focused primarily on retirement and pension plans administration.
Karen earned her Bachelor of Arts degree in Biology from Mills College, Oakland and a Masters of Business Administration from San Francisco State University as well as a Certificate in Personal Financial Planning from University of California Berkeley Extension.
Mrs. Echols holds a Certified Trust and Financial Advisor (CTFA) designation and is a candidate for the Certified Financial Planner (CFP) designation.
Karen resides in San Francisco with her husband and daughter. She is active in the Parent Teacher Association at her daughter's school assisting with fundraising efforts. She joys cooking, traveling, gardening and spending time with her family.
Karen Echols serves as a senior account manager in the Wealth Management team in the San Francisco office working closely with Senior Trust Advisors and Portfolio Managers in the administration and management of high net worth individuals, families, foundations and trusts.