- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Kris is a Senior 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
Kris has over 20 years of Portfolio Management expertise. 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 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
Kris received both a Bachelor’s Degree in Economics and a Master’s Degree in Sociology from Stanford University
Credentials
Kris holds the Chartered Financial Analyst designation and is a member of the CFA Society San Francisco.
Menlo Park
Cash Services Unavailable | ATM Available*
2500 Sand Hill Road
Suite 150
Menlo Park, California 94025