
Our Team
Meet Our Team

Teams
- Wealth Management
Locations
- Portland
Roles
- Client Services
Karmela Babakhani
Senior Client Team Operations Manager
As a Senior Client Team Operations Manager, Karmela oversees the client experience and works with the team to implement new processes and procedures. Dedicated to providing a remarkable client experience, Karmela understands how hectic our clients’ lives can be and provides worry-free solutions to their stressors.
With 28 years of experience in the financial industry, Karmela brings seasoned insight and a deep commitment to client service. Originally from Los Angeles, she relocated to Portland in search of new career opportunities and to enjoy the natural beauty of the Pacific Northwest. Karmela is passionate about delivering exceptional client experiences and leads with a servant heart, always aiming to make a positive impact on those around her.
MOST TREASURED THING I OWN
A handmade woven dress my mom made—it’s beautifully crafted and carries deep sentimental value. Since her passing, it’s become a reminder of her love, creativity, and the traditions she passed down to me.
ONE PIECE OF ADVICE
Be your authentic self and show up. It isn’t about being perfect, it’s about being present, genuine, and leading with integrity.
HOBBIES
When Karmela is not at work, she enjoys spending quality time with family and friends, traveling, reading, exploring new places, and taking long walks on scenic trails with her Pomeranian, Bentley, by her side.