As a wealth analyst, Kristin brings well over a decade of investment knowledge to collaborate with our wealth managers and client service team to implement investment and wealth management solutions that help our clients meet their unique financial goals. She enjoys working directly with clients, forging long term relationships and helping them align their finances with their personal needs and values. Kristin most values our deep commitment to the ongoing education and knowledge sharing among our employees, a compassionate corporate culture that truly values diversity and teamwork and the company’s leadership in impact investing. Prior to LNW, she worked as an analyst and partner at Seneca Capital and Integral Capital Partners and as an analyst at Morgan Stanley.
- B.A. in Legal Studies, University of California, Berkeley
Hiking, biking and visiting beaches at home in Marin County with her family and rescue dog. Passion for gardening after volunteering in the children’s garden at her local elementary school. She also loves real estate and fixing up older homes.