Karen joined the Group in December 2019 to provide support within the EIS Team. Karen will be responsible for multiple operational tasks, assessing investor suitability, overseeing investment allocations and working with our custodian.

Previous experience

Karen has a strong operational background mainly working in the construction sector but recently moved to the investment sector to pursue a new career. Prior to joining Mercia, Karen was working at Wise Investments supporting the head of investment management, monitoring client portfolios and investments.