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. Most recently, the 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. Additionally, the Firm is proud to announce that it is a multi-year winner (2020, 2019, 2018, 2017 & 2016) of Pensions & Investments’ Best Places to Work in Money Management award.
Awards/rankings may not represent client experiences and are not indicative of future performance. Go to www.garciahamiltonassociates.com/awards/ for additional information on each award. No fee was paid to participate in or distribute the results of any Institutional Investor’s Investment Managers Awards or Emerging Manager Monthly’s Annual Emerging Manager Awards.