Karen Ko joined Middlefield’s portfolio management team in 2026 as an investment strategist. She actively contributes to thought leadership, advisor communications, and broader strategic initiatives across the firm’s investment products.
Karen previously worked at TD Asset Management, where she was responsible for client portfolio management and investment communications across global equity strategies and has also worked at Westwood International and OMERS as an equity research analyst. She is a CFA Charterholder and has an MBA from the Rotman School of Management at the University of Toronto.
