Kari Toney joined Capital Advisors Group in 2001. As Director of Compliance, she is responsible for development, maintenance and administration of Capital Advisors Group’s compliance policies and procedures. Kari is also responsible for monitoring regulatory and legal developments with respect to investment advisors.
Prior to Capital Advisors Group, Kari worked at the Boston Stock Exchange, Advest and Hambrecht & Quist.
Kari received her B.S. in Business Administration from the University of Vermont and her JD from Suffolk University Law School. She is a member of the Massachusetts Bar Association.