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Kris Paaso

Senior Portfolio Advisor

Kris Paaso

Expertise

Kris is a Senior Personal Investment Portfolio Advisor based in the Menlo Park office. She works with business owners, corporate executives, private equity professionals and other successful families providing comprehensive and holistic investment advice.

Experience

Prior to joining Northern Trust, Kris worked with the Lucile Packard Foundation for Children’s Health in Palo Alto, California as a Data and Reporting Officer. Before her role with the Foundation, Kris was a Senior Investment Strategist at Wells Fargo, where she managed diversified investment portfolios for high net-worth individuals and charitable trusts.

Community Involvement

Kris has been a volunteer at several equine-facilitated therapy programs. She also volunteers at Second Harvest of Silicon Valley.

Joined Northern Trust

2022

Education

Bachelors in Economics and a Masters in Sociology from Stanford University.

Credentials

Chartered Financial Analyst (CFA)

*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.