Partner, Client Services
Kara, who is a Partner at Ocean Heights, directs the firms Client Services activities including onboarding, reporting, and asset transfers.
Kara has 15 years experience in operational roles with investment and financial services firms. Prior to Ocean Heights, she managed the client services functions for Miracle Mile’s Orange County operations, and for Palo Capital before that. For eight years, Kara handled the operations side of a large Newport Beach-based hedge fund.
Kara holds a bachelor’s degree in Physics from California State University, Fullerton. After working in aerospace, she transitioned to the financial industry where she has enjoyed serving both institutional clients at a large hedge fund and private clients in the RIA world.
Some interesting facts about Kara
- Kara once completed a client report while flying in a small plane … that was on fire.
- She runs a matching service to pair tech-savvy teenagers with seniors who need computer literacy training.
- Kara spends a lot of her downtime urban mushing on the beach with a 180 lb. malamute named Sumo.
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660 Newport Center Dr. Ste 700
Newport Beach, CA 92660