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.
Kristin joined CCM from Pathstone Federal Street, a $9 billion wealth manager in Boston, where in her roles as chief investment officer and director of research, 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 consulting, and risk analysis for the guaranteed investment contract line of business. Outside of work, Kristin is passionate about the organizations where she volunteers. Kristin is a steering committee member for Women for UMASS Amherst, raising funds for student-led initiatives that develop students’ leadership skills and fulfill unique on-campus and local community needs. She is also a voting member of the investment committee for the United Nations Foundation which has invested $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.