Karen A. Chapell

Managing Partner

Karen is a Managing Partner at Retirement Income Solutions (RIS), where she and her partners lead an advisory team in managing the firm’s $2B assets under management and helping 1,200 families prepare for and financially manage through retirement. She’s committed to giving her clients a good night’s sleep even as markets fluctuate and life events happen, serving as their partner in planning their futures.

Outside of work, Karen is active in the broader Ann Arbor community, serving on the boards of the University Musical Society and The Family Learning Institute, among others. Come the weekend, you’ll find Karen and her family cheering on U-M football or basketball with pride.

Education

University of Michigan

BA, Psychology

Community Involvement

University Musical Society

Board Member (2021 - present)

United Way

Campaign Cabinet Member (2018)

The Family Learning Institute

Past Board Member (2012–2015)

Cancer Support Community

Past Board Member (2013–2016)

Experience

2007–2012

Senior Vice President and Portfolio Manager

Retirement Income Solutions, Inc.

1993–2006

Portfolio Manager

Beacon Investment Company

1992–1993

Portfolio Associate

Paine Webber

1988–1991

Sales Associate

Smith Barney

This content was reviewed and approved by our staff.