Our team
Contact:
kclerget@inspiretrustco.com
(253) 378-1104
Karen Clerget
Associate Portfolio Manager
Karen Clerget is an Associate Portfolio Manager at Inspire Trust. She helps clients invest and manage their funds in accordance with their goals and risk tolerance. Karen strives to deliver excellent service to her clients and is responsive and proactive to requests and questions.
Karen has worked in investment management since 2010 and held roles at Wells Fargo Private Bank and Key Private Bank prior to joining Inspire Trust Company. Her skillset encompasses trading, compliance, and investment reporting. Karen passed Level I of the Chartered Financial Analyst (CFA) Program in 2023 and she is also a CERTIFIED FINANCIAL PLANNER™. Karen obtained a bachelor of arts in business administration from Seattle University with a double major in finance and business economics.
Karen is based out of the greater Seattle area.