Accredited Investors Wealth Management®
Kristin M. is an experienced professional in client services and operations within the financial sector. Currently serving as a Client Service Associate at Accredited Investors Wealth Management since January 2022, Kristin contributes to comprehensive financial planning and portfolio management. Prior to this role, Kristin held the position of Senior Associate Client Services at Meristem Family Wealth, where expertise in wealth management advice was applied. Kristin's background includes significant experience at Pine River Capital Management, first as an Operations Supervisor and then as a Senior Operations Analyst, focusing on trade settlements and issue resolution. Additionally, at CarVal Investors, Kristin developed processes for managing prime brokerage activities and ensured effective trade confirmations. Kristin holds a Bachelor's Degree in Business, Management, Marketing, and Related Support Services from Augsburg University.
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures