She founded Citywealth in 2005 and her work as a Citywealth founder and CEO was recognised by multiple awards, having gained no less than eleven Stevie awards in total, with four gold awards amongst these – Female Entrepreneur of the Year (2017) , Most Innovative Woman of the Year – Business Services (2023) and Woman of the Year – Business Services (2024). The growing development of the Powerwomen Awards USA was recognised by another gold Stevie award in the Achievement in International Expansion category in 2024.

Karen’s contributions to business were also noted by the London Chamber of Commerce & Industry SME London Business Awards, presenting her with a silver Business Woman of the Year award in 2024.

Self-starting and conscientious advisor that communicates effectively at all levels; comfortably makes and defends recommendations to senior leadership and clients. A confident, objective decision maker that learns quickly and is not intimidated by complex problems.

She enjoys mentoring and coaching the Advisors in her market, supporting the expansion of their practices through tailored strategies that align with each client’s needs. Mary is also responsible for hiring the next generation of talented Advisors, providing them with the tools and techniques to thrive.

An experienced private banker and market executive, Mary began her financial services career in 1989. She offers a strong background in business development, relationship building, and team management. In her last post as the Regional Managing Director for J.P. Morgan Private Client, she built out the New York region by stabilizing and coaching her team during a challenging integration period. With multiple decades of experience in the financial services industry, including roles at First Republic Bank, HSBC Private Bank, and Citi Private Bank, Mary has cultivated a loyal client base and garnered the respect and trust of bankers she mentored.

Mary holds a degree from Yale University and has completed executive education at Harvard Business School. Fluent in Cantonese and proficient in Mandarin, she is actively involved in philanthropy, serving currently as a trustee for the Chinatown Health Clinic Foundation. As a life-long learner, she studies acting and is particularly drawn to the art of stand up.

I also lead the development and implementation of the firm’s Women & Wealth Program and am responsible for the firm’s national attorney outreach strategy, focusing on in its integrated and collaborative delivery of fiduciary and investment services.

In addition I speak and write on a variety of issues relating to wealth transfer and legacy planning. I am a member of Fiduciary Trust International’s management and operating committees and also serve on Fiduciary Trust Company of Delaware’s board and well as Fiduciary Trust International’s DEI Council.

Ronni is a ready resource to help her clients sort out the legal, business, tax and personal issues that can arise when planning their estates or managing their wealth. High-net-worth individuals, closely held businesses, entrepreneurs, artists and art collectors are among those who rely on Ronni to pay close attention to their affairs and appreciate her keen planning skills and sympathetic ear. Ronni finds creative and efficient ways to help her clients avoid litigation. When conflicts arise, she has a successful track record advising clients on estate and gift tax audits, estate and gift tax litigation and Surrogate’s Court contested matters, including probate disputes and fiduciary accountings. She also creates and advises public charities and private foundations. Ronni is actively involved in the prestigious American College of Trust and Estate Counsel as a fellow, upon completion of a five-year term as State Chair for Downstate New York. She serves in advisory roles for several not-for-profit organizations, including the Trusts & Estates Committee of UJA-Federation of New York. She is a member of Katten’s Executive Committee and Board of Directors. Ronni has been consistently ranked in the Chambers High Net Worth guide and recognized for her work by Best Lawyers in America and Super Lawyers. She has received numerous awards, including Woman of the Year, Inspirational Woman of the Year, and Champion of the Year from Citywealth. She has also been named to Citywealth’s lists of Top 50 Trust Litigators and Polymaths and Top 100 International Powerwomen.