As director of investor experience, Karlene Stewart is primarily responsible for preparing and providing information to support, inform, and assist investor decisions and actions. She conducts analysis, coordinates capital calls and commitments, assists with investment plan implementation, and manages special requests, helping to positively shape the overall experience of Satori’s investors.
Prior to joining Satori, Karlene spent three years at PricewaterhouseCoopers (PwC) in the capital markets and accounting advisory services group. There, she advised clients and audit teams on accounting and reporting issues related to the adoption of new accounting standards. Previously, she participated in a one-year program as a postgraduate technical assistant at the Financial Accounting Standards Board (FASB).
Karlene is a summa cum laude graduate of the TCU Neeley School of Business, where she received her B.B.A. in accounting and finance and her Master of Accounting degree. She participated in the TCU Neeley Fellows Honors Program and was the top Neeley Scholar of the master’s program, a recipient of Neeley Finance and Accounting awards, and a member of the John V. Roach Honors College. She is a certified public accountant in the state of Texas.
Karlene is a member of the Junior League of Dallas. She also enjoys playing tennis and plays in the Tennis Competitors of Dallas (TCD) and Metroplex leagues. She lives in Dallas with her husband, Taylor, daughter, Perri, and their dog, Arthur.