KAREN CALDWELL

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Saba Capital Income & Opportunities Fund

Filing Date Source Excerpt
2021-04-21 Karen Caldwell - Independent Trustee, no further technical background provided.
2021-08-13 Ms. Caldwell earned a B.S. in Accounting from Florida A&M University, and an MBA in Finance & Marketing from Northwestern University, Kellogg School of Management. Ms. Caldwell’s qualifications to serve as a Trustee include her extensive experience as senior management in various businesses and decades of leadership experience in top financial institutions.
2022-08-05 Ms. Caldwell earned a B.S. in Accounting from Florida A&M University, and an MBA in Finance & Marketing from Northwestern University, Kellogg School of Management.
2023-04-25 Ms. Caldwell earned a B.S. in Accounting from Florida A&M University, and an MBA in Finance & Marketing from Northwestern University, Kellogg School of Management. Ms. Caldwell’s qualifications to serve as a Trustee include her extensive experience as senior management in various businesses and decades of leadership experience in top financial institutions.
2024-05-21 Ms. Caldwell earned a B.S. in Accounting from Florida A&M University, and an MBA in Finance & Marketing from Northwestern University, Kellogg School of Management. Ms. Caldwell’s qualifications include extensive experience as senior management in various businesses and decades of leadership experience in top financial institutions.

Saba Capital Income & Opportunities Fund II

Filing Date Source Excerpt
2023-06-02 CFO, Reform Alliance (non-profit organization) (since 2019); CFO & Treasurer, NHP Foundation (non-profit organization) (2018-2019); CFO & Executive Vice President, New York City Housing Authority (2016-2018).
2023-09-20 Karen Caldwell Non-interested Trustees (not affiliated with Saba)
2023-09-26 Karen Caldwell Non-interested Trustees (not affiliated with Saba)
2024-05-20 CFO, Reform Alliance (since 2019), CFO & Treasurer, NHP Foundation (2018-2019), CFO & Executive Vice President, New York City Housing Authority (2016-2018).

Data sourced from SEC filings. Last updated: 2025-07-16