ABOUT Karen Lynne Chess

Karen Lynne Chess brings a blend of stability and cross-border perspective to her advisory role. Based in suburban Pittsburgh, she has devoted nearly two decades to serving clients at NewEdge Securities. With roots tracing back to her early days at PNC Brokerage in the late 1990s, Karen’s grounded approach helps clients navigate evolving markets with confidence. Lately, she has developed a specialty in assisting clients with multi-state media and entertainment investments leveraging her licensing across 25 jurisdictions to provide nuanced, compliance-savvy guidance.

Qualifications

• Registered as a Broker
• Industry/Product Exams Passed: 2
• State Securities Law Exams Passed: 1

Specialties

Experience

With over 23 years of experience in financial advising and portfolio management, Karen has helped hundreds of clients achieve their financial goals through strategic planning and disciplined investment approaches.

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