Karen A. Iannucci, PMP, MPM, CSM

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Director of Special Services

Karen A. Iannucci, PMP, MPM, CSM

Karen helps clients redefine wealth, philanthropy, and legacy planning by integrating innovative strategies. As a successful entrepreneur and executive in her own right, Karen’s financial and business advice is regularly sought out by other successful women. Karen began her career as a certified project manager. She has over 15 years of experience working in multiple industries listening to clients, understanding their needs, and building comprehensive plans to achieve their goals.


  • Robert Morris College, BSBA
  • Communications Management

Certifications & Designations

Project Management Professional (PMP)
Certified Scrum Master (CSM)
Insurance License (Life, Accident, Health & Annuity and Property and Casualty
Investment License (Series 65)

Family Description

Husband John Greyhound Trish


  • Pittsburgh Steelers, Florida Everblades
  • Pizza, Pasta, and Birthday Cake
  • Soft Rock, Disco, Classic Country
  • Do the Right Thing. It will gratify some people and astonish the rest. Mark Twain
  • Italy, Greece, Australia, Fiji
  • Golf, Swimming, Walking, Yoga

Success Should Be a Reward; Not a Penalty

We stand ready to help you unlock the power of your wealth and put it on track for dynamic growth. Our solutions are as unique as you are.