Designations and Licenses

Kristin holds the Chartered Financial Analyst^® designation.

Experience and Education

Kristin specializes in investment management, financial planning and retirement planning for high-net-worth individuals and families. She builds custom portfolios for clients with a focus on tax-efficient investing. Kristin enjoys helping families navigate all aspects of their financial life. She takes time to understand each client’s priorities as she develops personalized wealth plans and implements appropriate investment strategies to help clients achieve their long-term objectives.

Prior to joining Mariner, Kristin was an associate consultant at Fourth Street Performance Partners, where she provided investment consulting services to clients. Previously, she worked as an analyst at BlackRock Private Equity Partners, a private equity fund of funds manager that invests in primary funds, secondaries and direct co-investment opportunities.

Kristin graduated summa cum laude from the University of Dayton with a bachelor’s degree in finance and economics. She is a member of the CFA Institute and the CFA Society of Cincinnati.

Accolades

Kristin was named to Forbes’ Top Women Wealth Advisors Best-In-State list, ranking #19 in Ohio in 2024. She was named to Forbes’ Best-In-State Wealth Advisors in Ohio – Cincinnati, ranking #71 in 2024.

Personal Interests

In the community, Kristin serves as a trustee of the United Way of Greater Cincinnati Foundation Board, as treasurer of the Cincinnati Ballet Board and as a trustee of the Cincinnati Ballet Foundation Board. Previously, she served as a trustee of the Central Parkway YMCA Board and as chair for the Board Orientation & Leadership Development Steering Committee, which oversees a comprehensive board training program for young executives.

Kristin’s Office

Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 was published in February based on prior year data as of September 30.

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 were published in April 2024 and were based on June 30^th data, including 1- and 5-year periods.

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