Director of Client Services

Kristen has over 30 years of experience in the financial services industry and oversees the firm’s investment operations and client relationships. She joined the firm in 2003 from Wellington Management Company, LLP where she was an investment marketing consultant to the firm’s mutual fund clients for eight years. Prior to that, she held the position of global account manager at Brown Brothers Harriman & Company covering the institutional market. Kristen earned a Bachelor of Science degree in Finance from the Carroll School of Management at Boston College and holds a Certificate in Financial Planning and a Series 65 license for investment advisement.