Profil
Kristi Hanson is currently a Partner & Director of Taxable Research at NEPC LLC since 2017.
She is also a member of the Advisory Board at Women’s Venture Capital Fund since 2018.
Previously, she worked as the Director of Research at Coldstream Capital Management, Inc. from 1991 to 1998.
She then served as the Managing Director at US Trust (Private Equity) from 1998 to 2008.
From 2008 to 2016, she held the position of Managing Director at BMO Family Office LLC.
Prior to that, she worked as an Audit Senior at KPMG LLP from 1988 to 1991.
Postes actifs de Kristi Hanson
| Sociétés | Poste | Début |
|---|---|---|
Women’s Venture Capital Fund
Women’s Venture Capital Fund Investment ManagersFinance Women’s Venture Capital invest in early-stage companies located in the United States, primarily in Pacific West Coast and California. The firm focuses on Enterprise SaaS, Consumer Internet, and Educational Technology. It participates in early-stage transactions. | Directeur/Membre du Conseil | 01/01/2018 |
NEPC LLC
NEPC LLC Investment ManagersFinance Provides investment research | Analyst-Equity | 01/01/2017 |
Anciens postes connus de Kristi Hanson
| Sociétés | Poste | Fin |
|---|---|---|
BMO Family Office LLC
BMO Family Office LLC Investment ManagersFinance BMO Family Office manages each portfolio in accordance with the client’s investment objectives, taking into consideration the client’s risk tolerance, time horizon, tax circumstances, liquidity and cash flow needs, restrictions and constraints, as well as other relevant criteria. The firm allocates client assets among different asset classes with varying levels of risk and return. They diversify client portfolios within and across asset classes, including cash, fixed income, equities, hedge funds, private markets and real assets. | President | 01/06/2016 |
US Trust (Private Equity)
US Trust (Private Equity) Investment ManagersFinance US Trust invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It participates in buyout and growth stage transactions. | Private Equity Investor | 02/01/2008 |
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Directeur/Membre du Conseil | 02/01/1998 |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Comptroller/Controller/Auditor | 02/01/1991 |
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 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Finance |
NEPC LLC
NEPC LLC Investment ManagersFinance Provides investment research | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Commercial Services |
US Trust (Private Equity)
US Trust (Private Equity) Investment ManagersFinance US Trust invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It participates in buyout and growth stage transactions. | Finance |
Women’s Venture Capital Fund
Women’s Venture Capital Fund Investment ManagersFinance Women’s Venture Capital invest in early-stage companies located in the United States, primarily in Pacific West Coast and California. The firm focuses on Enterprise SaaS, Consumer Internet, and Educational Technology. It participates in early-stage transactions. | Finance |
BMO Family Office LLC
BMO Family Office LLC Investment ManagersFinance BMO Family Office manages each portfolio in accordance with the client’s investment objectives, taking into consideration the client’s risk tolerance, time horizon, tax circumstances, liquidity and cash flow needs, restrictions and constraints, as well as other relevant criteria. The firm allocates client assets among different asset classes with varying levels of risk and return. They diversify client portfolios within and across asset classes, including cash, fixed income, equities, hedge funds, private markets and real assets. | Finance |
















