Managing Director, Family Office
Karen Schmid, CFA®
As Managing Director of RWA Family Office, Karen creates tailored wealth management solutions to help high-net-worth and ultra-high-net-worth individuals and families identify and achieve their financial goals. She leads a team of professionals committed to providing excellent client service. Karen’s ability to provide comprehensive personalized advice, respond to individual needs and coordinate the financial aspects of major life events have helped her form many longstanding client relationships.
Karen joined forces with RWA in 2025 upon the acquisition of Moirai Wealth Management, an independent advisory firm she founded and led for 25 years. Early in her financial services career, she worked for a large multinational bank and subsequently for a boutique investment firm.
Karen earned a BA in international economics from the University of California, Berkeley, and an MBA in international business from the Anderson School of Management at UCLA.
A CFA® Charterholder, Karen is an active member of the CFA Society San Francisco. Additionally, she is a trustee for the International School of San Francisco and Chairperson of its Finance Committee. In her free time, Karen loves to cook and is an avid sportsperson. She has a son at college and lives in San Francisco with her dog, Boomer.
Chartered Financial Analyst® or CFA® designation is a professional certification offered by the CFA Institute. To earn the CFA® designation, candidates must complete a series of three exams, possess a bachelor’s degree from an accredited institution or have equivalent education or work experience as well as 4 years of qualified, professional work experience. CFA® charterholders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct. More information about the CFA® designation is available at cfainstitute.org.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
