Profil
Ms. Kristina K.
Saunders is a Senior Wealth Advisor at Focus Partners Wealth LLC and a Treasurer & Director at National Women's Health Resource Center, Inc. She is on the Board of Directors at National Women's Health Resource Center, Inc. She has 20 years of experience providing investment management to both high net worth clients and institutions.
Prior to joining the firm, Ms. Saunders was a Portfolio Manager at Sterling Capital Management.
She also served as a Portfolio Manager at Farr, Miller and Washington, after having held the position of Director of Research at a D.C.
metro-based wealth management firm, and advocacy group on executive compensation.
Ms. Saunders began her career at TCW Group as an equity analyst, supporting the research effort for both equity and fixed income strategies.
She earned a BA in Economics from St. John’s University.
Postes actifs de Kristina Saunders
| Sociétés | Poste | Début |
|---|---|---|
National Women's Health Resource Center, Inc.
National Women's Health Resource Center, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a health organization for women | Directeur/Membre du Conseil | - |
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Gestionnaire de Portefeuille-Actions | 01/02/2022 |
Anciens postes connus de Kristina Saunders
| Sociétés | Poste | Fin |
|---|---|---|
Farr, Miller & Washington LLC
Farr, Miller & Washington LLC Investment ManagersFinance FMW is a risk-averse investor that adheres to a rigorous, disciplined investment process. The firm performs fundamental, bottom-up equity research to identify companies suitable for client portfolios. Investments are made with capital preservation and long-term, stable growth in mind. | Gestionnaire de Portefeuille-Actions | 01/02/2019 |
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process. | Directeur de la Recherche - Actions | 01/11/2013 |
Farr, Miller & Washington LLC
Farr, Miller & Washington LLC Investment ManagersFinance FMW is a risk-averse investor that adheres to a rigorous, disciplined investment process. The firm performs fundamental, bottom-up equity research to identify companies suitable for client portfolios. Investments are made with capital preservation and long-term, stable growth in mind. | Corporate Officer/Principal | 01/11/2011 |
The TCW Group, Inc.
The TCW Group, Inc. Investment ManagersFinance Operates as an asset management firm | Corporate Officer/Principal | - |
Formation de Kristina Saunders
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Farr, Miller & Washington LLC
Farr, Miller & Washington LLC Investment ManagersFinance FMW is a risk-averse investor that adheres to a rigorous, disciplined investment process. The firm performs fundamental, bottom-up equity research to identify companies suitable for client portfolios. Investments are made with capital preservation and long-term, stable growth in mind. | Finance |
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Finance |
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process. | Finance |
St. John's University
St. John's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The TCW Group, Inc.
The TCW Group, Inc. Investment ManagersFinance Operates as an asset management firm | Finance |
National Women's Health Resource Center, Inc.
National Women's Health Resource Center, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a health organization for women | Commercial Services |
















