Karen A. Iannucci, PMP, MPM, CSM
Director of Special Services
Now more than ever, women are redefining wealth, philanthropy and legacy planning. Whether women are preparing for retirement, leaving a marriage, selling a business, sending kids to college, or coping with widowhood – they have choices to make about how their money will get them where they want to go. More than a third of women earn more than their spouse or partner, and slightly less than a third earn the same amount. Nearly half enter a relationship with greater assets than their spouse or partner. Women are starting and running new businesses at record breaking rates. With a focus on “Women and Wealth”, Karen directs ILG Private Wealth’s Special Services.
With her keen insight and personal experience, Karen knows that women’s financial services needs and preferences differ markedly based on marital status, employment status, care-giving demands, planned versus unplanned transitions and net worth. Not only are women’s situations and concerns different from men’s, but they’re also frequently different from each other’s.
Previously, Karen founded and ran a successful consulting firm and is the Project Director of Compliance at the University of Pittsburgh Medical Center Insurance Services Division. Karen earned a B.S.B.A. in Communications Management from Robert Morris University. Karen has her Project Management Professional (PMP) Certification and is a Certified Scrum Master. In addition to a Series 65 license, Karen holds a resident license in life, health and annuities and is a licensed property and casualty agent.