In celebration of the Thanksgiving holiday and to allow our staff some additional time with their families, we will be closed on Thursday, November 24th, and Friday, November 25th. 

Karen Keefe, FPQP™

Director of Operations


Karen is a native of Norwood, Massachusetts, in the truest sense – not only was she born and raised there, she worked there for almost two decades, and still lives there with her husband and their two daughters. When she was in high school, Karen was a MVP and an All-Star for volleyball. She worked her way through college as she earned her AS in business secretarial.

Karen started her career at Mitre Corporation doing confidential government work – she had a security clearance for two years. Then, she worked in the tax and audit department at Damon for ten years. For the next fifteen years, Karen was the assistant to the CFO at Horizon House publishing company. Karen joined Heritage’s client services department in 2003. With Heritage’s steady progress, Karen’s role has evolved to use more sophisticated technology that allows her to service an increasing number of clients efficiently.

In 2015, Karen was promoted to director of operations to run what she calls the ‘triage department’ – Karen overseas the operations department which is responsible for all client paperwork and on-boarding, transfers, money movement, maintenance and our custodian relationship. This centralized department is critical in supporting the wealth management teams and our valued clients.

When she is not juggling a thousand different tasks at work, Karen likes to keep her hands busy with needle point, crochet, sewing and such crafts. She is also a major movie buff – it’s not easy to match wits with her in a Hollywood trivia contest.