As a client service manager, Kristen works closely with the clients to coordinate a variety of service and reporting needs between the client, Adviser Investments’ relationship management team and the account custodian. Kristen joined Adviser Investments in 2021 after working at Armstrong Advisory Group for 15 years. She graduated from Bentley University in 2007 with a B.S. in Finance. Kristen lives in Waltham, MA with her husband and two daughters.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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