Kristin is a member of our compliance group, whose primary responsibilities include the day-to-day management of our clients’ compliance programs. Her duties include coordination of annual reviews, compliance testing, administering of the policies and procedures and ultimately keeping the compliance calendar on track.
Kristin has over 10 years of experience in the financial services industry. Prior to joining CCS, she held several positions at Brinker Capital Investments, most recently serving as senior investment analyst where she assisted with asset allocation, manager research and selection, ongoing due diligence, portfolio construction and the daily operations of a series of sub-advised mutual funds.
Kristin is graduate of the University of Massachusetts, Amherst with a B.S in Sport Management.
During her time away from CCS, Kristin enjoys spending time with her family, traveling, going for a bike ride, and relaxing on the beach in the summer.