About Karen Ortiz
Karen joined Morgan Stanley as part of the Service Team in September 2016. In 2022, she assumed the role of Market Business Officer for the Chicago Market. In this role, she and her team cultivate a strong culture by ensuring a high level of client service and providing oversight of operational processes. She is a committed leader and passionate about training and coaching. She has been involved in developing various leadership training programs for Service Managers across the region.
Prior to joining Morgan Stanley, Karen had over 19 years of industry experience, working at Credit Suisse Securities in various roles including Control Officer, Branch Admin Manager, Ops Supervision, and Client Service Associate. Karen resides in Oak Park with her son, Jayden. Outside of the office, she enjoys spending time with her family, travelling, and being a soccer mom.
Securities Agent: FL, IL, MD, MI, NY, IN; Investment Advisor Representative; BM/Supervisor; General Securities Representative