Client Advisory


Kristen is a Partner in the New York office with over ten years of experience advising ultra-high-net-worth individuals and families, while building trusted client relationships.  She provides high-level client service with an individualized, solution-based approach. Kristen is actively involved in clients’ overall financial health and works closely with them to understand their financial needs.

Prior to joining Cerity Partners, Kristen served as a Vice President at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before joining AJ Wealth in 2012, she worked at Zephyr Management, a global emerging markets investment manager specializing in the creation and management of highly focused private equity funds.


  • B.A. in Psychology from Binghamton University

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