As chief investment strategist, Kristin is responsible for building strategic relationships with national and regional consultants, communicating CCM’s value-added market and investment insights, and serving as an investment product specialist. Prior to joining CCM, Kristin spent 25 years leading investment manager research and client consulting, making her well-versed in the unique needs of consultants and large institutional investors. Kristin is a member of CCM’s Investment, Trading & Valuation Committee. She holds FINRA licenses: Series 7 and 63.


Kristin joined CCM from Pathstone Federal Street. In her roles as chief investment officer and director of research, she was responsible for third party manager research and the firm’s best thinking on asset allocation. Prior to that, she was head of investment research for MassMutual Retirement Services, leading third party manager research and asset allocation for the 401(k), defined benefit, and life/annuity product lines. Kristin started her career at Allmerica Financial, where she held multiple positions, including defined benefit and 401(k) manager selection and client consulting and risk analysis for the guaranteed investment contract line of business. Kristin is a passionate truth-seeker, with a particular interest in the increasingly complex issue of climate change and its social, economic, government policy, and environmental implications. Outside of work, Kristin is busy with her family (husband Matt and their four children, Sydney, Cameron, Emily, and Anna) and is a voting member of the investment committee for the United Nations Foundation, which has invested over $2 billion globally to help solve issues such as poverty, disease, and other societal challenges. Kristin received her B.B.A. from the Isenberg School of Management at the University of Massachusetts, Amherst. She holds the Chartered Financial Analyst (CFA) designation and is member of the CFA Society Boston and CFA Institute.