Karen Ogden joins EnvestAM as Partner

* * * For Immediate Release * * *

Ridgefield, CT – – January 18, 2023 – – Envest Asset Management, LLC, a boutique financial planning and investment advisor, announced today that Karen Ogden has joined the firm as a Partner. The addition of Karen reflects EnvestAM’s increasing commitment to bringing financial advice and financial planning under the lens of sustainability and environmental, social, and governance to its clients.

Karen has over 30 years of finance experience and is a CERTIFIED FINANCIAL PLANNER™ practitioner. A Wall Street veteran and champion for sustainability and Environmental, Social, and Governance (ESG) practices in finance, she was instrumental in implementing unique carbon initiatives at Bank of America. Prior to joining EnvestAM, Karen worked at the Chicago Board of Trade, the Federal Reserve Bank of Chicago, Bank of America, Amherst-Pierpont Securities, Guggenheim Partners, and Purkiss Capital Advisors. She has also served on various non-profit boards and, most recently, served on the Board of Finance for the Town of Ridgefield, CT. Karen is a graduate of Boston College with a B.S. in Finance and the University of Chicago Booth School of Business where she earned an MBA. Karen also completed a 5-course graduate certificate in Sustainability through Harvard University’s Extension School.

“We are extremely excited to have Karen join us. She brings a wealth of knowledge and experience to EnvestAM, and we share a client-first mentality. As a Certified B Corp, her addition increases EnvestAM’s ability to manage more than just money; we can further employ our holistic values-based financial planning and investment approach to our clients, thus increasing our strong advisor-client relationships. Our values could not be more aligned.” said James Osborn, founder of EnvestAM.

At EnvestAM, Karen will co-design the firm’s investment and financial planning strategies. She will also be instrumental in producing EnvestAM’s educational initiatives and financial commentary. Karen will be based in Vermont, and will have a particular focus on women and couples within 10 years of retirement.

About Envest Asset Management,LLC
Independent, fiduciary, fee-only, client obsessive – EnvestAM provides financial planning and investment management to individuals, families, businesses, and non-profits focused on sustainable investments and environmental, social and governance factors. Its partners have over 50 years combined experience involved with social responsibility, sustainability, and finance. The partners are Wall Street veterans having worked at some of the largest investment banks. EnvestAM is currently the only fiduciary advisor in CT that is a Certified B Corp providing services to its clients throughout the U.S. and abroad.