Karen H. Tass, CFA
Partner, Fixed Income Portfolio Manager
Ms. Tass graduated Magna Cum Laude from Texas A&M University in 2002 with a B.A. in International Studies and a minor in Business. In August 2010, she earned an M.B.A. from University of Houston’s Bauer School of Business along with a Graduate Certificate in Financial Services Management. In 2005, she was a Real Estate Analyst with the Situs Companies. In this role, she conducted due diligence and executed financial underwriting models for CMBS securities, and she also performed residential and commercial real estate asset valuations and mortgage analysis. In 2009, she worked for the Cougar Investment Fund, LLC as an Analyst and a Portfolio Manager.
Ms. Tass joined Garcia Hamilton & Associates in June of 2010 as a Fixed Income Analyst. She was promoted to Fixed Income Portfolio Manager in 2013 and oversees all corporate bonds and other portfolio implementations. Ms. Tass became a Partner of the Firm in 2016.
Ms. Tass is a Chartered Financial Analyst (CFA) charterholder. She is a member of the CFA Institute as well as the Houston Society of Financial Analysts. Ms. Tass was a winner of the 2010 Investment Research Challenge-Southwest U.S.
GH&A has received numerous industry recognitions including 2019 Fixed Income Manager of the Year, 2018 Fixed Income Manager of the Year, and 2010 Core Fixed Income Manager of the Year by Emerging Manager Monthly. The Firm most recently received Pensions & Investments’ Best Places to Work in Money Management for the sixth year (2022, 2020, 2019, 2018, 2017, 2016). In 2022, Houston Business Journal recognized GH&A as an Outstanding Diverse Organization within their 2022 Diversity in Business Awards. Other awards include 2014 Fixed Income Investment Grade Manager of the Year, 2015 Intermediate-Term Fixed Income Manager of the Year, and 2016 Intermediate-Term Fixed Income Manager of the Year by Institutional Investor, as well as Fundmap’s 2018 U.S. Fixed Income Manager of the Year.
Each third-party award/ranking about Garcia Hamilton & Associates, L.P. (GH&A) or its representatives was given based upon various criteria and methodologies. GH&A paid no fee to be considered for awards/rankings, and they may not be representative of actual client experiences. Go to www.garciahamiltonassociates.com/awards for additional information on each award. Top down, left right: P&I Best Places: based on Firm info as of June 30 of award year; awarded in December. HBJ DIB: based on previous year (May to May); awarded in December. HBJ BPlaces: awarded October 2018; based on previous calendar year. EMM: based on returns as of Dec 31 of award year; awarded in April. Institutional Investor: based on returns as of Dec 31 of award year; awarded in May.