Karen Maura
Associate, Wealth Management
Karen A. Maura brings a strong foundation in banking, client service, and operational support to her role as an Associate.
Prior to joining Choreo, Karen was with Northeast Financial Group, an independent registered investment advisory firm based in Northeast Pennsylvania, where she joined in June 2022. In that role, she supported client service and operational functions, including onboarding new private wealth relationships, addressing ongoing client needs, and supporting employee-sponsored plan services.
Earlier in her career, Karen gained experience within the banking industry through roles at Wells Fargo Bank and Unity Bank. Her background includes experience as a mortgage loan underwriter, as well as direct client-facing experience as a personal banker.
Karen’s experience across banking and wealth management operations provides a solid foundation as she supports Choreo’s high-net-worth and ultra-high-net-worth clients, working closely with advisors and internal teams to deliver a consistent, well-coordinated client experience.
EDUCATION
- BA Administration, Muhlenberg College
