Investor Relationship Manager
Karen serves as the Investor Relationship Manager for Petra’s clients and DST property portfolio closings. She works closely with Petra’s DST investment planning team to provide concierge (turn-key) services for completing all required investor questionnaire and DST purchase documents.
Karen works with Petra’s sponsors and shared service providers to ensure that each investor receives high-touch transactional services with unparalleled client satisfaction. With more than 15 years’ experience within the hospitality, financial services, and technology industries, Karen applies her deep knowledge of customer service and administrative support to create a highly efficient and seamless DST investment experience.
Karen is currently pursuing her Doctorate Degree in Occupational Therapy and has a passion for volunteering with equine assisted therapeutic riding programs for children. In her spare time, she enjoys baking, painting watercolors, and reading books from the genres of true crime and historical biographies.