Karen Marie Schmid
Chief Executive Officer at Moirai Wealth Management LLC
Profile
Ms. Karen M.
Schmid, CFA MBA, is a Principal & Founder at Moirai Wealth Management LLC.
She established the firm in 2000 and has over 30 years of experience working with wealthy families.
She maintains a strong working relationship with every client, providing them with the objective advice and personal attention that is the foundation upon which Moirai is built.
She holds a BA in International Economics from the University of California, Berkeley, and an MBA in International Business from the Anderson.
She is a Chartered Financial Analyst and a member of the CFA Society of San Francisco.
Karen Marie Schmid active positions
| Companies | Position | Start |
|---|---|---|
Moirai Wealth Management LLC
 Moirai Wealth Management LLC Investment ManagersFinance Moirai Wealth Management LLC (Moirai) is an independent SEC-registered investment advisor and wealth manager headquartered in San Francisco, California. The firm was founded by Karen Schmid in 2000 as Moirai Capital Management LLC. Moirai provides bespoke investment management services to high-net worth individuals, families, and their related entities, such as trusts and private foundations. | Chief Executive Officer | 31/12/1999 |
Training of Karen Marie Schmid
| University of California, Berkeley | Undergraduate Degree |
| Anderson School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Moirai Wealth Management LLC
Moirai Wealth Management LLC Investment ManagersFinance Moirai Wealth Management LLC (Moirai) is an independent SEC-registered investment advisor and wealth manager headquartered in San Francisco, California. The firm was founded by Karen Schmid in 2000 as Moirai Capital Management LLC. Moirai provides bespoke investment management services to high-net worth individuals, families, and their related entities, such as trusts and private foundations. | Finance |
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- Karen Marie Schmid
