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Kristin Reynolds, CFA, CAIA — Partner · NEPC | The Family Office Stack

People · Advisors

Kristin Reynolds, CFA, CAIA

Partner and Practice Group Director - Endowments & Foundations and Private Wealth | Helping clients achieve their mission through investments

Partner · NEPC

Role confidence VerifiedLocation Greater BostonFollowers 1.7KConnections 1.4K

Kristin Reynolds, CFA, CAIA — Partner · NEPC · Greater Boston.

Direct contact

No direct contact on file for Kristin yet.

About

Kristin is a partner and practice group director leading NEPC private wealth and endowment & foundation practices. She manages select client relationships and has broad and deep expertise in asset allocation, portfolio construction, idea sourcing and risk management.

Experience

PartnerCurrent
NEPC, LLC
Oct 2003 – Present
Institutional investment consultant, specializing in endowments and foundations.
Client Relationship Manager
Morgan Stanley
May 1999 – Oct 2003

Education

Simmons University — MBA · 2001 – 2003
Simmons University — BA, Finance and Economics · 1996 – 1999

Skills

Chartered Financial AnalystFinancial MarketsInvestmentsDynamic Asset AllocationPortfolio ConstructionGovernanceDue DiligenceRisk ManagementEquitiesFixed IncomeAlternative InvestmentsHedge FundsPrivate EquityFund Of FundsAsset Allocation

Related professionals · NEPC

Dan Gimbel — Senior Consultant, Principal
Daniel Runnals, CFA, CAIA — Partner
KC Connors — Partner, Chief Consulting Officer and Head of Strategic Growth & Engagement
Karen Harding — Private Wealth Team Leader, Partner
Michael Manning — Chief Executive Officer
Stacey Flier — Principal and Senior Consultant

Organisation

NEPC

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown