Kristin joined NEPC in 2003, with investment experience dating back to 1999. Kristin co-leads NEPC’s Endowment and Foundation practice. Kristin’s expertise is in Total Enterprise Management, asset allocation and portfolio construction, modeling and implementation of spending-based asset allocation studies, and evaluation and selection of alternative investment managers. She is a member of the Partners’ Research Committee, which sets direction for firm research.
Kristin developed a model for Total Enterprise Management (TEM). This model integrates the short-term operational needs with the long-term goals of an organization. Total Enterprise Management is an extension of Spending in an Integrated Asset Liability Framework, a white paper Kristin published that discussed the model that analyzes the spending requirements of Endowment and Foundation clients. She is a frequent speaker at industry conferences, where she generally is asked to speak about the Endowment Model, Total Enterprise Management, Integrated Spending Policy, and Portfolio Construction.
Prior to joining NEPC, Kristin worked at Citigroup Asset Management, where she specialized in executive compensation structures for large corporate clients. She worked closely with clients to develop and manage financial service strategies. Prior to her investment career, Kristin worked as a loan service officer at a community cooperative bank where she was responsible for external audit compliance, escrow fund accounting, and loans receivable.
Kristin earned an M.B.A. from Simmons Graduate School of Management, and a B.A. in Finance and Economics from Simmons University (formerly Simmons College). Kristin is a CFA charter holder and a member of both the Boston Security Analysts Society and the CFA Institute. Kristin became a Chartered Alternative Investment Analyst (CAIA) designee in 2008.