Karen Rosen

Karen Rosen is a Certified Public Accountant who began her career in the entertainment industry before pivoting to public accounting in 1997. She graduated with honors from California State University, Northridge (CSUN) with a degree in Film Production, later returning to CSUN for accounting coursework to sit for the CPA exam, and subsequently earned a Master of Science in Taxation (MST) — described on firm bios as a Master of Business Taxation — with High Honors from Golden Gate University.

In 2007 she joined Steven M. Berkson, CPA (the tax arm affiliated with Berkson Asset Management in Woodland Hills, CA) as the firm's Senior Manager and a member of its executive staff. In that role she reviewed income tax returns for high-net-worth individuals, financial statements for business clients, and returns for complex entities — trusts, C corporations, S corporations, partnerships, LLCs, and tax-exempt organizations — as well as estate and gift, payroll, and sales tax filings.

After roughly fifteen years at Berkson, Karen moved to Mercer Advisors, where she is listed as Senior Manager, Tax Services. This transition followed Mercer Global Advisors' June 2022 acquisition of both Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation. Berkson, founded in 1995 by Steven Berkson (CPA/PFS, MBT, CFP®, formerly of Touche Ross & Co.), managed roughly $185 million in assets for about 100 clients at the time of the acquisition.

• No angel-investment thesis was found. Karen Rosen's documented professional role is tax compliance and planning for high-net-worth individuals and businesses, not venture or angel investing.
• Her area of expertise is tax services — individual, business-entity, estate/gift, and trust taxation — delivered within a wealth-management firm context.
• If the underlying database intended a genuine seed-stage angel investor named "Karen Rosen," it is likely a different person (the search surfaced several unrelated Rosens in angel circles, e.g. Aliza Rosen and Dan Rosen of Alliance of Angels), and that individual could not be matched to this email/firm.