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About
Karen Oeser is a Portfolio Manager at MEANS INVESTMENT CO., INC., based in Greenville, South Carolina. She oversees firmwide portfolio management and is responsible for developing and implementing investment strategies tailored to the firm's clients, which include individuals, families, businesses, and non-profits. Her role emphasizes customized asset allocation and portfolio construction to support clients' financial goals across a range of investment vehicles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Means Wealth Management | Portfolio Manager | Jul 2024 to Present | Portfolio Manager • In collaboration with the firm’s Investment Committee, develop and oversee the firm’s overall investment strategy, aligning it with client goals and market conditions. • Conduct in... |
| East Light Investments | Principal | Nov 2019 to Jul 2024 | Acquisitions • Develop and maintain relationships with brokers, sellers, and other key stakeholders to source and secure multi-family real estate deals. • Conduct detailed market research to identify ... |
| CFA Society of South Carolina | Leader, Women's Initiatives and Scholarships | Apr 2022 to Jul 2023 | Over her career, Karen has utilized her position as a board member with many organizations to create opportunities for women in finance. As part of her role on the Board of the CFA Society South Carol... |
| Financial Literacy for Her | Partner | Nov 2020 to Mar 2023 | • Developed a financial coaching program designed to help women overcome their fear of money. • Created a safe and supportive environment where women could be vulnerable and ask questions without judg... |
| Hart Capital Management, Inc. | VP, Fixed Income, Chief Compliance Officer | Nov 2008 to Oct 2019 | Portfolio Management • Managed all the fixed-income assets for regional Registered Investment Advisor utilizing mutual funds, exchange-traded funds, and individual securities. • Collaborated with Chie... |
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Investments and Securities
1996 — 1998
Simmons University
BA, International Relations/Spanish/Economics
1990 — 1993
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