Karen Park

Advisor Headshot

Architect of Better Outcomes

I am grateful for all the opportunities I’ve had over the years to be a trusted resource for my clients. I find it so rewarding to be a part of their journey, helping them to achieve better outcomes both financially and personally.

What is the most fulfilling aspect of being an advisor to your clients?

I cherish being able to develop a deep understanding of what’s most important to my clients and figure out the most effective way to help them accomplish their goals. My clients are executives and business owners who value having a trusted advisor to guide them through complex issues. To properly counsel my clients and cater to their specific needs, I leverage my expertise gleaned from a decades-long career in wealth management and investment banking. The topics I typically advise my clients on include navigating liquidity events, optimizing single stock exposure and tax-efficient wealth transfer. I also welcome the opportunity to provide multi-generational family engagement services, recognizing that communication and education are the keys to success when passing on a legacy of both assets and values. 

Share one of your most memorable professional accomplishments with us.

One of the professional accomplishments I’m most proud of is having co-authored Bernstein’s white paper on Special Needs Planning. I realized that there was a dearth of good planning insights for families on this subject when I tried to figure out my own family’s long-term plan for my middle son, Milo, who has complex disabilities. My research colleagues immediately supported the efforts, and ever since, Special Needs Planning has evolved into a national area of expertise that differentiates Bernstein from other wealth management firms. Our insights in this field are making a real difference in helping families with disabled children, and I am so grateful to have this be a part of my legacy at Bernstein.

What has inspired you to stay at Bernstein for as long as you have?

While my tenure at Bernstein spans decades, I’m happy to share that this still feels like a dynamic and exciting place to work. Bernstein embraces change from seizing upon new investment opportunities to ensuring that we are on the cutting edge of technology that will benefit our clients. We do this while always maintaining our fiduciary responsibility of putting our clients’ interests ahead of our own. I originally joined Bernstein because I deeply appreciate how integrity is built into our business model, and continue to take pride in how this distinguishes us.

My own view of success has changed over time and taken on a much more personal meaning. My hope is to be an authentic and impactful advisor to my clients and to continue to build upon the positive legacy I help them to create.