Karen Rose Bottar
Head-Fixed Income Invts at Boston Financial Management LLC
Profile
Dr. Karen R.
Bottar is a Director of Fixed Income & Managing Director at Boston Financial Management LLC.
She is responsible for developing and articulating our fixed income strategy.
She has extensive experience utilizing both taxable and tax-exempt strategies and securities.
She is Chair of the firm’s Investment Policy Committee.
Dr. Bottar joined Boston Financial Management in 2006 after 16 years with Brown Brothers Harriman.
As a Vice President, she managed institutional and individual client portfolios.
Prior to that, she was a Vice President and Institutional Portfolio Manager at Bank of Boston.
She graduated from Syracuse University with a Master’s degree in Public Administration from the Maxwell School and a Ph.D.
in Social Science.
Karen Rose Bottar active positions
| Companies | Position | Start |
|---|---|---|
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Head-Fixed Income Invts | 01/01/2006 |
Former positions of Karen Rose Bottar
| Companies | Position | End |
|---|---|---|
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Portfolio Manager-Equities | 30/06/2006 |
| Bank of Boston Corp. | Corporate Officer/Principal | - |
Training of Karen Rose Bottar
| Syracuse University | Undergraduate Degree |
| Maxwell School of Syracuse University | Doctorate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Finance |
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
| Bank of Boston Corp. | Finance |
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