Karen Rivot

Senior Operations Specialist

Karen joined Allegiant Private Advisors in 2019 as a Senior Operations Specialist. In this role, Karen is responsible for assisting clients with account maintenance, client requests, money movements as well as collaborating with the Wealth Advisor Team on Financial Planning initiatives. Prior to joining the firm, she worked at Merrill Lynch and Suntrust Investment Services as an Investment Associate and most recently as a Client Service Manager at High Tower Advisors. She received her B.A. in Psychology from the State University of New York at Oneonta and holds her CERTIFIED FINANCIAL PLANNER™ certification.

Learn More about Karen & Allegiant’s Team Approach

Without fail, every year brings new challenges and opportunities. As investors we are keenly aware of continually changing dynamics and how they impact markets, economics, and our lives. However, 2020 brought a rare level of change. As we reflect on ...
Imagine financial advisors who feel like family, specifically an entire extended family. Wouldn't it be helpful to have a select group of trusted confidantes who can be counted upon to handle the most personal aspects of life?Our experts at Allegiant...
I wanted to be in an industry where I could be true to my values.  My major focus in life is giving back to help others, whether it be families, animals or the community in general.  As I progressed in my career, I wanted to learn as much a...

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