About Us

Karen A. Ostarticki, Financial Advisor/Senior Portfolio Advisor, also has experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank for clients’ trust and estate planning services needs and Bank of America for clients’ credit and lending needs. In addition, she can work with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy approach. She lives and works in Bedminster, NJ, enjoying an active lifestyle. She is the Membership Director for Central NJ chapter of the LPGA Amateurs and is connected with women's groups through local Chambers of Commerce and church. She is the proud mom of Sebastian, a graduate of The Wharton School of Business at UPENN. Family and faith are the cornerstones of her daily living.