Communications Team

Karen Murray is a much sought-after writer specializing in financial services and technology. Her proven expertise lies in investing and financial planning for financial professionals, institutional investors, Ultra-High-Net-Worth Individuals (UHNWIs), and retail investors. She brings more than 27 years of professional experience as a marketing writer and strategist. 

In the past, Karen created a suite of advisor-facing and client-approved materials for Pershing to help target the High Net Worth (HNW) market, crafted custom websites and brochures for individual financial advisors at UBS, and wrote the website and pitchbook for a fintech that specializes in embedded brokerage. She is most passionate about taking complex topics and making them straightforward for easy reading, effortlessly creating a clear marketing strategy and messaging.

Karen lives on the North Fork of Long Island in New York with her husband, 21-year-old daughter, and 20-year-old son. In her free time, she enjoys visiting museums, knitting, and reading when she isn’t busy expertly writing up a storm of brilliance in the financial world. She is also Duke Alumni, a local library trustee, and a board member for her church providing relief efforts for people experiencing homelessness locally and throughout NYC.