228 Millennium - A Marquis Who’s Who Magazine FINANCE AND INSURANCE Karen Fiona Short is a financial services and marketing professional celebrating more than 25 years of diverse success in her field. She began her vocational journey as a student at Queen’s University, where she earned a BA in economics. She would subsequently continue her studies at the Columbia Business School, where she ultimately achieved an MBA in finance in 1999. Most recently, Ms. Short joined Melius Research as a managing director and the head of consumer and retail research in 2024. As a leader within the company, she merges her diverse expertise to provide in-depth equity research across sectors. As part of her commitment to her industry, she is also an advisor for Swiftly and Certive Tech, and a member of the Urban Land Institute and Meaningful Partners. Ms. Short began her career as a gas and power trader in Canada and Seattle, Washington, before moving into equity research at Lehman Brothers in 1999. The role at Lehman launched her sell-side career, which is now in its 26th year. At Lehman, she developed an in-depth understanding of the nuances of equity trading and a reputation for integrity that has set her apart throughout her career. In 2009, Ms. Short joined BMO Capital Markets as a managing director, a role she would maintain until 2013. She subsequently held similar leadership roles at Deutsche Bank, Barclays Investment Bank and Credit Suisse from 2013 to 2023. During this time, Ms. Short continuously proved her professional distinction as an expert in the field, specializing in retail and consumer research. To commemorate her many accomplishments, Ms. Short has been recognized with numerous accolades, including a top three rank from Institutional Investor. She attributes her success to her integrity, knowledge, industry experience and ability to create fruitful relationships. Looking to the future, she hopes to continue her career growth as an expert witness, advisor and organizational board member. Millennium Magazine Featured Listee KAREN FIONA SHORT MANAGING DIRECTOR, HEAD OF RETAIL AND CONSUMER RESEARCH Melius Research Scottsdale, AZ
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