Our team
Kristin Smith, CFA, CPA
Institutional Client & Consultant Relations
24 Years with H&W
29 Years of Industry Experience
Ms. Smith is responsible for sub-advisory services, consultant relations, and institutional business development in the Western United States. She joined the firm in 1999.
Prior to joining H&W, 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.
