A (Virtual) Intimate Chat With Karen McClintock

A Women's Member Community Sponsored Event

The Intimate Chat Series is sponsored by CFA Society Los Angeles' Women’s Member Community. The event is designed to provide professional guidance to women, but all individuals are welcome to attend.

Attendance for this Intimate Chat Series event will be limited to allow all participants to engage in active dialogue.

If you haven’t joined the Women’s Member Community (MC) and want to keep up to date with the goings on of the community, please consider joining the LinkedIn group called ‘CFALA Women’s Group’.

Karen McClintock, CFA, CIC | As President and Chief Executive Officer, and a co-founding member of LSIA, Karen helps guide our firm toward fulfilling its vision to provide comprehensive and customized financial management with integrity and transparency, its commitment to our firm’s core values and its promise to our clients. She is a champion of what we call “The LSIA Way”, which is the driving principle that defines the way we work for our clients as industry experts, trusted partners and caring people.

In addition to overseeing the execution of the firm’s strategic, operational and business development initiatives nationwide, she combines her extensive knowledge of investment markets and excellence in client service to assist her wealth and institutional clients with all aspects of their financial well-being. Leveraging her deep industry experience and passion for client service, she works closely with individuals, families and institutions to understand their financial concerns and customize a plan to help meet their specific needs, with the goal of providing them with financial peace of mind.

Prior to launching LSIA with the other founding members, Karen managed investment portfolios as part of Portfolio Management Partners, a former division of Natixis Asset Management Advisors, LP (2006-2008) and Loomis, Sayles & Company, LP (1994-2006). Before joining Loomis Sayles, she worked for The Boston Company Asset Management, LLC (1992-1994), where she assumed both portfolio management and client service responsibilities. She also conducted valuation analyses of privately held firms at CAST Management Consultants (Valuations Manager, 1990-1992) and Deloitte (Valuations Manager, 1988-1990). Back To Top ^^

Watch the CFALA website and emails for future events in the “An Intimate Chat Series.” Each month the CFA Society Los Angeles’ Women’s Member Community will host an event in an intimate setting featuring a successful, engaging local woman who has an interesting story to tell and valuable advice to share. The events will rotate locations across the LA area and times will vary between lunch, early coffee and evenings to help accommodate our membership’s diverse locations and schedules.