Karen M. Russo, RPA, CPPT

Karen M. Russo, RPA, CPPT

Senior Vice President

Ms. Russo joined Salem Trust Company in 2000. Her career in the financial services industry began in 1986, with a specialty in relationship management for institutional trust and personal trust clients.

Ms. Russo is an honors graduate of the Florida Bankers Association Trust and Graduate School, and a graduate of the Cannon Financial Institute Employee Benefit School. She has been awarded the Retirement Plans Associate (RPA) designation by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania, and the Certified Public Pension Trustee (CPPT) designation by the Florida Public Pension Trustees Association (FPPTA). Ms. Russo received an Associate of Arts, graduating with honors, from Broward Community College.

Ms. Russo is a member of the Boca Raton Estate Planning Council, the Broward Corporate Fiduciaries Association, and the FPPTA. Ms. Russo is Senior Vice President and Regional Manager for the East Florida region of Salem Trust.

Core Custody Services

Our Core Custody Services provide the foundation for secure, transparent, and reliable asset safekeeping. With a focus on operational efficiency and client confidence, we deliver trusted solutions tailored to meet the evolving needs of institutional investors.

Optional Services

Enhance your asset custody experience with our suite of optional services designed to provide added flexibility and support. From specialized reporting to tailored solutions, these offerings empower you to customize your custody strategy to meet your unique needs.

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