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Karen Benefiel, CMT, CPA is a Portfolio Manager at Cambridge Advisors. She is 1 of 4 portfolio managers that encompass the investment committee. Her primary responsibilities include macro focused idea generation and client portfolio management. As a portfolio manager, she uses technical indicators that include oscillators, moving averages, relative strength and volatility to manage and implement client investments. She has been with the company since 2003.
Prior to Cambridge Advisors, she was an investment specialist at Charles Schwab where she worked with retail clients.
She holds a BS in Accounting & Business Administration from the University of Kansas. Karen has been a member of the CMT Association since 2008 and achieved the Chartered Market Technician (CMT) designation in 2015. She serves on the CMT Association’s Board of Directors and is the Chair of the Audit committee.
She holds the RIADAC certification from the New York Institute of Finance.