As a Senior Wealth Manager, Kristin engages her client relationships by developing personalized financial plans and providing in depth portfolio management. Her specialties include cash flow analysis for retirement planning, education funding analysis, concentrated stock holdings and 10b5-1 plans. Kristin also works closely with Silicon Valley entrepreneurs facing significant liquidity events such as IPO’s and company sales.
Prior to joining Sand Hill, Kristin was an Assistant Vice President with Morgan Stanley Smith Barney and a Relationship Manager with Morgan Stanley Private Wealth Management. She brings over 14 years of wealth management experience working with high net worth individuals, foundations, venture capitalists and entrepreneurs.
Currently, Kristin serves as Vice Chair of the Board of Directors for StarVista, a non-profit organization and the largest social services agency in San Mateo County. StarVista provides early prevention, intervention, education and counseling to over 41,000 children, young adults, and families each year.
Kristin graduated from UC Berkeley with a B.A. in Interdisciplinary Studies. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, a member of the Financial Planning Association (FPA), and holds the Series 65 securities license.