Director of Advisory and Intermediary Relations

Karen Bater is the Director of Advisory and Intermediary Relations at Bridgeway Capital Management. Karen joined Bridgeway in 2026 and brings over 20 years of experience to the firm. Throughout her career, she has led investment teams across high-yield, emerging-markets, and core fixed-income strategies, partnering with institutional investors, consultants, and wealth management organizations to develop long-term investment solutions and navigate complex market environments.

Prior to joining Bridgeway, Karen was a Senior Client Portfolio Manager at Aberdeen, where she supported Emerging Market Debt strategies across North America. Earlier in her career, she held senior portfolio management and leadership roles at Standish Mellon Asset Management, NWD Investments, Inc., Wells Fargo, and Fidelity Bank.

Karen earned a Bachelor of Science in Finance from The Pennsylvania State University and is a CFA Charterholder. Outside the office, she enjoys travel, wellness, and landscape design, and is actively involved with the CFA Society of Philadelphia through committee service and membership activities. She also serves on the Investment Committee for The Foundation for Delaware County, where she contributes her investment expertise and commitment to supporting organizations that create a positive impact in the community.