Kristin O’Keeffe Merrick

Financial Advisor

Kristin is known for her ability to identify opportunities to help businesses and individuals pursue their financial goals and build strategies focused on both current and future needs. Kristin has 15 years of investment experience as she spent the first part of her career focused on foreign exchange and emerging markets at various international banks, most recently as Vice President at Morgan Stanley. She advised and executed on behalf of the world’s largest global financial institutions, primarily hedge funds, pension funds and mutual funds, in the trillion-dollar a day currency market, during the most tumultuous markets in recent history. Kristin has chosen to use her background and experience towards the empowerment of individuals, families, small businesses and not-for-profit organizations in the challenging world of finance. She is especially excited to work with women to provide them with creative financial solutions.

Kristin is a 2001 graduate of the University of North Carolina at Chapel Hill where she holds a Bachelor of Science in Business Administration with a concentration in International Business. She also holds a Master’s degree in Urban Planning with a specialization in International Development from New York University. She currently resides in Ridgewood, NJ with her husband Kevin and their energetic boys, William and Charles.