Kristen Koluch, CFA , AIFA, CFP
Senior Vice President, Investments
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Kristen has dedicated her career to promoting and executing prudent investment processes. She helps corporate plan sponsors meet their fiduciary responsibilities; and strives to help their employees and beneficiaries make meaningful progress toward their financial goals. Kristen is co-head of the investment committee and leads the portfolio research team for her team’s institutional clients.
As a Chartered Financial Analyst®, Kristen holds one of the world’s most respected and recognized investment designations, giving her the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting. As an Accredited Investment Fiduciary Analyst, she has detailed knowledge in both a prudent investment process and assessment principles, qualifications desired by both the industry and regulators. In 2020, Kristen obtained her CERTIFIED FINANCIAL PLANNERTM certification, demonstrating her commitment to her profession.