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Kristen Grace

Kristen Grace

Senior Client Service Associate

Office: 781-416-2900 ext. 225
Fax: 781-416-2901
E-mail:
 

Kristen has a dual role in her position as Senior Client Service Associate. She works
closely with Richard Shakter to provide support to his and the firm’s clients while also
providing support to the associates, financial professionals, and administrative team of
Financial Compass Group in the day-to-day management of their client service
operations. She serves as project manager on firm-wide and client specific program
development in areas such as client servicing, marketing, and internal administration.


Prior to working for Financial Compass Group, Kristen was a Financial Analyst for a
management consultant firm specializing in Community Banks. She was a Portfolio
Manager and Team Leader with Evergreen Asset Management, now Wells Fargo Funds.
Earlier in her career, she worked in both the Personal and Institutional Trust and
Investment departments at regional banks in the Washington, D.C. area.


Kristen received her Master of Business Administration from American University and
her Bachelor of Arts in Financial Management from Catholic University of America.


She resides in Holliston, MA with her husband, twin teenage daughters, and her two
Labrador Retrievers. As Kristen prepares to be an empty-nester, she is enjoying her
newly found free time by working in her numerous flower beds, training her dogs in
Obedience and Nosework, and having the time to enjoy cooking for her family. 

 

Kristen Grace provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Financial Compass Group, LLC  is not owned or operated by Equitable Advisors or Equitable Network and is not a registered investment advisor.

 

 

 

 
 

 

 


Kristen Grace offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck