Kara Szafraniec
Kara Szafraniec joined MarshBerry in 2018 and currently serves as a Director. In this capacity, Kara leads buy-side and sell-side M&A advisory engagements for insurance and wealth management clients, guiding transactions for retail and specialty insurance agencies, as well as RIA and broker-dealer–focused wealth advisory firms. She directs cross-functional deal teams, manages strategic client relationships, and ensures the delivery of high-quality, insight-driven work that enables clients to navigate complex and evolving market conditions.
Beyond her M&A responsibilities, Kara has contributed to engagements within MarshBerry’s due diligence, financial management consulting, and valuation practices. She has also served as a facilitator within MarshBerry’s executive peer exchange network, Connect, where she supports leadership development and industry best-practice sharing among brokerage executives.
Prior to joining MarshBerry, Kara began her career at PricewaterhouseCoopers (PwC), where she worked on a variety of tax consulting and compliance engagement teams with a focus on large, publicly traded multi-national corporations. After PwC, Kara served as an Equity Research Analyst at Northcoast Research, a sell side equity research firm, covering department stores and specialty retail stocks.
Kara holds a Bachelor of Science in Business Administration with a concentration in accounting from John Carroll University and a Master of Science in Taxation from the University of Denver. She holds the Certified Public Accounting (CPA) designation and currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the 7, 79 and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered broker-dealer of Marsh, Berry & Co., LLC.