Broker Check
Karen DiStasio

Karen DiStasio

Vice President, Strategic Retirement Solutions

  • Leads the Strategic Retirement Solutions team.
  • Drives the Strategic Retirement Solutions team’s strategic initiatives for all facets—including marketing, operations, sponsor relations, and client experience—to ensure that advisors have the highest degree of products, services, and support to serve the retirement plan market
  • Holds FINRA Series 6 and 63 securities registrations
  • Holds a degree from UMass Amherst
  • Has prior experience at Putnam Investments, New York Life, and John Hancock in various sales, marketing and channel management roles