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Biography

Kristin is a Principal in the Boston office. As a member of the Wealth Management team, she provides personalized financial advice to individuals and families. Her specialization lies in portfolio construction, investments, tax planning, and retirement planning. Kristin works closely with clients to develop customized strategies that align with their unique financial goals.

Prior to joining Cerity Partners, Kristin was a Wealth Advisor at Prio Wealth, where she worked with professionals and families to develop customized financial solutions to meet their ever-changing priorities. She provided thoughtful investment and wealth advisory solutions appropriate for each client’s financial and investment goals by incorporating lifestyle, philanthropic, gifting, estate, and tax planning strategies. She was also a member of the Investment Committee. Before her time at Prio Wealth, Kristin worked at BNY Mellon Wealth Management for eight years.

Kristin enjoys playing pickleball, running, and water/winter sports in her spare time. She lives in the suburbs of Boston with her husband.

Learn more about my practice.

Education

  • B.S. from the University of Vermont
  • MBA from Babson College F.W. Olin Graduate School of Business

Highlights

  • Series 65 license holder

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Dustin Ribergaard

Principal & Client Experience Director

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.