Leadership

With more than 30 years of industry experience, Karen Sturm has successfully served in several management and client advising roles.  She is dedicated to guiding high net worth executives and families, who require custom services and tailored personal risk management solutions for their sophisticated needs.  Karen’s proficiency in product and market knowledge allows her to negotiate best-in-class insurance programs on behalf of her affluent clients.

EDUCATION AND PROFESSIONAL AFFILIATIONS
Karen has participated in broker leadership panels with key carrier partners, advocating on behalf of those she serves and lobbying for the development of new and innovative products and services.  She is an active and founding member of the Council for Insuring Private Clients (CIPC), currently pursuing a Certified Personal Risk Insurance Agent (CPRIA) Designation and serves as a steering committee leader for Assurex Global Private Client Council.