Partner, Director of Taxable Research
Kristi joined NEPC as a Partner and member of the Research Group as Director of Taxable Research in 2017. Kristi has twenty-seven years of investment research and advisory experience in the Private Wealth marketplace. Kristi has extensive experience in alternative investments, investment research, portfolio management and serving as a client advisor. She has partnered with family offices and ultra-high net worth individuals in selecting appropriate investments customized to meet their unique needs. Kristi also serves on NEPC’s Discretionary Committee, Alternative Assets Committee and the Due Diligence Committee.
Prior to joining NEPC, Kristi spent eighteen years at CTC l myCFO and its predecessor companies where she held a number of senior leadership roles. Most recently, she was Managing Director and Director of Research overseeing a staff of 23 research professionals across a vast spectrum of investments. She chaired the Research Directors Committee, where she directed the evaluation and recommendation for all managers included in client investment portfolios. Additionally, Kristi was the lead portfolio manager on several hedge fund of funds and a member of the CTC | myCFO Operating Committee and the Investment Advisory Management Committee. Previously at CTC | myCFO Consulting, she served as President and Director of Research, Director of Hedge Fund Research and Director of Alternative Research.
Prior to her roles at CTC | myCFO, Kristi was the Director of Research for Genesee Investments, and hedge fund of funds in Bellevue, Washington, and also previously worked at KPMG as an auditor in their financial services practice.
Kristi earned her B.S. with highest honors, with majors in accounting and finance, from the University of Idaho. Kristi holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Portland, Oregon. She serves on the University of Idaho Foundation Board, is an Advisory Board member for Women’s Venture Capital Fund II and is a member of the Endowment Committee of The International School in Portland.