Head of Municipal Research
Karleen is responsible for managing the research team within the Municipal Fixed Income Group at Wilmington Trust Investment Advisors, Inc., the investment advisory arm of M&T Bank and Wilmington Trust. In this role, Karleen heads the team charged with analyzing tax-exempt issuers, determining the suitability of their bonds for our client portfolios. Karleen and her team also provide analysis of broader municipal market and sector trends.
Prior to joining Wilmington Trust, she was a managing director at National Public Finance Guarantee Corporation, a financial guarantor subsidiary of MBIA, Inc. During her 19 years at MBIA, Karleen managed teams in the areas of new business, insured portfolio management, and remediation, primarily focusing on the not-for-profit health care sector. She began her career as a commercial banker in the not-for-profit health care group within the First National Bank of Chicago.
Karleen holds an MBA from the University of Michigan Ross School of Business and a bachelor’s degree in economics from Nebraska Wesleyan University. She is a CFA® charterholder and member of the CFA Institute and the CFA Society Philadelphia. Karleen is also a member of the Municipal Analysts Group of New York, the National Federation of Municipal Analysts, and the Philadelphia Area Municipal Analysts Society. She serves as a board member and is immediate past board chair of The Music School of Delaware.