Senior Client Service Associate
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.