Associate, Institutional Consulting Group
Kristen joined Clearstead in 2020. As an associate, Kristen serves institutional clients with a focus in the defined contribution sector. She reviews asset allocation, investment goals and objectives, and monthly and quarterly performance results, along with helping complete manager searches and due diligence.
Kristen was previously an Administrative Assistant for Clearstead’s Private Client Group. Prior to joining Clearstead, Kristen worked as a Client Service Associate for TD Ameritrade’s retail division. Before TD Ameritrade, she worked in the sport and fitness industry focusing on coaching operations and customer experience. Kristen has a bachelor’s degree from Ohio University and a master’s degree from Cleveland State University.
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