Senior Portfolio Manager
Joined Bahl & Gaynor in 2025
Joined industry in 2005
Prior to joining Bahl & Gaynor in 2025, Kristen’s work included various positions in private wealth management at both U.S. Bank and PNC Bank; Senior Vice President, Private Wealth Advisor and Client Advisor, specializing in complex family relationships while working together with families CPAs and attorneys.
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2017), Xavier University
- Bachelor of Arts and Sciences, Cum Laude (2005), Bowling Green State University, Major: Economics and Political Science.
Affiliations
- Madeira Chamber of Commerce, President (2008-2010)
- Cincinnati Estate Planning Council, Member
- Friends of Fine Arts Cincinnati Hills Christian Academy, Board Member
