Senior Vice President, Investments



Kristen began her career in the financial services industry in 2001, with prior experience as an investment banking analyst. She joined Merrill Lynch and the team in 2003 to support its retirement and corporate executive services business. Kristen joined the team when they joined Raymond James in 2015. Kristen holds a bachelor's degree in finance from Georgetown University. She volunteers as a member of the Investment Committee of the YWCA of Bergen County, New Jersey. Kristen holds the Chartered Financial Analyst® (CFA®) designation and is a member of the New York Chapter of the Georgetown University Alumni Association. Kristen, her husband, Nick, and sons, Nicholas and Ryan, and daughter Kelly Ann reside in Congers, New York.


Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.