Karen Bauman is Chief Investment Officer and an Advisor at GGM Financial, LLC. Her background includes 7 years with JPMorgan Asset Management in New York and Columbus, where she consulted with national and regional financial services firms on investments and asset allocation.
Karen is a CERTIFIED FINANCIAL PLANNER™ professional and earned the Chartered Financial Analyst (CFA) certification in 2014. Karen graduated from Ohio University with a Bachelor of Business Administration degree, majoring in finance and accounting. While completing her coursework, Karen led a student-run investment group managing a portfolio of stocks for the school’s endowment fund. It was during this time she uncovered her passion for the markets and investing.
She and her husband, Chris, live in Chagrin Falls, Ohio, with their two young sons and daughter. Outside of work, Karen enjoys playing tennis, reading, and going on family adventures. Her family’s favorite vacation spot is on the beach in Siesta Key.