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Karen Sotallaro, CFP^®, CRPS^®

Director, Wealth Advisor

Karen Sotallaro, CFP®, CRPS® is a Director, Wealth Advisor with Cresset. She has over 25 years of experience in the financial services industry working with high-net-worth individuals and institutional clients.

Karen is a graduate of Texas A&M University and holds a B.S. and M.S. in Agricultural Economics. She is a CERTIFIED FINANCIAL PLANNER® Professional (CFP®) and Chartered Retirement Plans Specialist (CRPS®) and member of the Financial Planning Association of Houston.

Karen is an active member of the Rotary Club of Houston and volunteers with the Houston Livestock Show and Rodeo, and other nonprofits in the community. Karen is dedicated to serving the greater good and “service above self.” She is an avid sports fan, loves to travel (including following her beloved Aggies around the country) and hanging out with her Weimaraner, Sebastian.

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.