3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Senior Vice President,
Kristen joined CAPTRUST from Boston Advisors in 2019. She serves as senior vice president, financial advisor responsible for providing comprehensive wealth management services to high-net-worth investors and corporate executives.
Prior to joining the firm, Kristen was a senior portfolio manager in the private advisory group of Boston Advisors.
Kristen’s mission is to help clients understand and protect their wealth and grow their investments according to their specific goals and objectives. She begins with a detailed analysis of each client’s financial situation, evaluating their assets, liabilities, estate plan, and trust holdings. With this information she designs an overall asset management strategy and action plan (inclusive of an investment policy) that is consistent with the client’s needs and philosophy.