Kristen is responsible for leading the North America Investments business serving both the ultra-high net worth and high net worth client segments. She is also a member of the Private Bank’s global investments leadership team.

Most recently, Kristen was Head of Capital Markets for the Americas, a role in which she managed a team of professionals delivering cross asset core portfolio and tactical trading strategies. She has spent over two decades in capital markets leading teams at Citi, Credit Suisse and JP Morgan, and speaks on the subject regularly at industry conferences.

Kristen holds a bachelor’s in Economics and Spanish Language & Literature from the University of Notre Dame, and an MBA from the Kellogg Graduate School of Management at Northwestern University.