Senior Vice President and Trust Officer
Wintrust Private Trust Company, N.A.
Karen L. Rose is a Senior Vice President and Trust Officer for Wintrust Private Trust Company and serves clients in Chicago’s North Shore communities. From her office in Lake Forest, Illinois, Karen provides high-touch personal trust and estate planning services to individuals and families.
Karen joined the firm in late 2022 with over 32 years of experience in all aspects of personal trust administration with Bank One Chicago, N.A., First American Bank, and Byline Bank.
Karen is a licensed CERTIFIED FINANCIAL PLANNER™ (CFP®), graduated from Rock Valley Community College, and attended DePaul University. She also is a graduate of Cannon Financial Institute Trust School, American Bankers Associate National Graduate Trust School, and actively participates in the Greater North Shore Trust & Financial Planning Council.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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Karen Rose, CFP® also serves clients by appointment at the following locations: