Kirsten serves as Partner and has over 30 years of experience serving individuals, institutions, and family offices. She provides advice and tailored strategies for complex family wealth planning needs and leads the team’s investment process and portfolio management decisions. Kirsten’s extensive background includes managing the Rockefeller Foundation Endowment portfolio in New York City at the start of her career. She then spent many years in the Private Banking and Wealth Management groups at JP Morgan Chase and Bank of America as a Senior Portfolio Manager and Wealth Strategist. Later, she served as Portfolio Management Director at Morgan Stanley and Managing Director at Merrill Lynch.
Kirsten earned a Bachelor of Science in Finance from the University of Delaware in 1987 and is a Certified Plan Fiduciary Advisor (CPFA®). She holds Series 7, 3, 31, 63, and 65 licenses, as well as a Florida Insurance License.
Originally from Cranbury, NJ, Kirsten now calls Boca Raton, FL, home. She enjoys cooking, entertaining, skiing, reading, remodeling homes, and cheering on SEC teams in her free time.
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