Kristen serves as our team’s liaison and concierge to our family of high net worth clients.  She helps ensure and orchestrate the high level of client service we provide by diligently managing our team’s service model that encompasses the broad aspects of daily administration, client communications and scheduling.

Kristen has 16 years of experience in the financial services industry. She began her career in 2003 and joined our team in 2008, first at Merrill Lynch and then Morgan Stanley, serving as Senior Client Service Associate.

Prior to joining the financial services industry, Kristen was a teacher in the Waterbury School District, where she taught second grade. She earned a bachelor’s degree in business administration and a master’s degree in administration from the University of New Haven.

Kristen lives in Southington, Connecticut, with her two daughters and golden retriever, Coco. She is an avid outdoor enthusiast and loves fitness activities, weight training, running and golf. Kristen also serves as a volunteer in her community and children’s school system.