Kristin Smith, CFA, CPA

Kristin Smith is responsible for sub-advisory services, consultant relations, and institutional business development in the Western United States.

Prior to joining the firm, Ms. Smith held positions in corporate finance at the Walt Disney Company and distribution for MGM. Ms. Smith, a CFA^® charterholder and Certified Public Accountant, received her BS in Accounting from the University of Southern California. She holds FINRA Series 7 and 63 registrations.