Kara Covello, Legal & Compliance Administrator

Kara serves as a Legal and Compliance Administrator, supporting the firm’s regulatory, legal, and operational functions. She is actively pursuing advanced compliance and brokerage certifications to broaden her expertise and further align with the firm’s growth and compliance initiatives.

Before transitioning to the financial services industry, Kara graduated from Penn State and then worked in education, where she focused on developing and writing legal and policy-based instructional materials. This background provides a strong foundation for her current work, integrating precision, structure, and communication into the firm’s compliance processes.