Karen Chermak

Relationship Manager

Karen’s favorite part of her job is helping clients make the best financial decisions for their situation and educating them along the way.

A born and raised proud New Yorker, she loves hiking, kayaking, tennis and bird watching. She is also a very passionate baseball fan.


  • Dutchess Community College – Business Administration

Prior Professional Experience:

  • Senior Financial Consultant – Charles Schwab (15 years)

Licenses and Registrations:

  • Series 65