Karen Shoffner

Contact information:

  • kshoffner@palos.ca
  • (647) 276-0102

Karen Shoffner

Portfolio Manager

Karen Shoffner is an industry veteran with a wealth of experience that spans more than 30 years in investments. Beginning her career at a large insurance firm in 1981 managing Canadian and U.S. insurance and pension funds, Karen’s career progressed as she gained experience with investment counsel firms, an investment dealer and a trust company. Her roles at these firms have included senior positions in investment strategy, managing pension funds, mutual funds, endowments, corporate funds and private client investing.

As a CFA charterholder and member of the CFA Institute and the CFA Society Toronto, Karen joined Castellum Capital Group in 1996 as a founding partner providing discretionary portfolio management services to institutional and private clients.