Kristen Taylor


MSFA

Research Analyst

 

Kristen Taylor

MSFA

Research Analyst

 
 

Kristen Taylor

MSFA

Research Analyst

“Just as ripples spread out when a single pebble is dropped into water, the actions of individuals can have far-reaching effects.”

– Dalai Lama

Role at Mission Wealth

Kristen’s responsibilities include portfolio management, analysis, and research functions, while also supporting the firm through business development efforts, and her role on the Investment Committee. She will be assisting in the creation of customized private wealth management solutions, through her portfolio management specialties including fixed income, socially responsible/impact investing, and private/alternative investments.

Contact Information

Office Location: Santa Barbara, CA and San Francisco, CA
Email: ktaylor@nullmissionwealth.com
Direct Line: (415) 553-0868

Role at Mission Wealth

Kristen’s responsibilities include portfolio management, analysis, and research functions, while also supporting the firm through business development efforts, and her role on the Investment Committee. She will be assisting in the creation of customized private wealth management solutions, through her portfolio management specialties including fixed income, socially responsible/impact investing, and private/alternative investments.

Contact Information

Office Location: Santa Barbara, CA and San Francisco, CA
Email: ktaylor@nullmissionwealth.com
Direct Line: (415) 553-0868

Career Highlights

Kristen has over 12 years of experience in private wealth management and multi-asset investment management. She was a founding member of Montcalm TCR, a boutique wealth management firm in San Francisco, and also a Portfolio Manager and Co-Advisor for 6 years. Prior to Montcalm, Kristen worked at Morgan Stanley Private Wealth Management where she handled trading, research, client operations, and portfolio management support for various brokerage teams. Kristen received a Master of Science in Financial Analysis from the University of San Francisco and a Bachelor of Arts in Biology from the University of Texas at Austin.

Credentials

Career Highlights

Kristen has over 12 years of experience in private wealth management and multi-asset investment management. She was a founding member of Montcalm TCR, a boutique wealth management firm in San Francisco where she was the Portfolio Manager and Co-Advisor for 6 years. Prior to Montcalm, Kristen worked at Morgan Stanley Private Wealth Management where she handled trading, research, client operations, and portfolio management support for various brokerage teams. Kristen received a Master of Science in Financial Analysis from the University of San Francisco and a Bachelor of Arts in Biology from the University of Texas at Austin.

Credentials

Community Involvement

  • Board Member of Financial Women of San Francisco
  • Active volunteer through San Francisco Recreation & Parks

Personal Pursuits

Recently married, Kristen and her husband Brian live in the San Francisco Bay area. They love the outdoors and have a strong appreciation for nature. As big culinary enthusiasts, they are cooking often and trying out new restaurants.

 

Education

Bachelor of Arts in Biology from the University of Texas at Austin

Master of Science in Financial Analysis from the University of San Francisco

 
Kristen Recommends

Community Involvement

  • Board Member of Financial Women of San Francisco
  • Active volunteer through San Francisco Recreation & Parks

Personal Pursuits

Recently married, Kristen and her husband Brian live in the San Francisco Bay area. They love the outdoors and have a strong appreciation for nature. As big culinary enthusiasts, they are cooking often and trying out new restaurants.

 

Education

Bachelor Arts in Biology from the University of Texas at Austin

Master of Science in Financial Analysis from the University of San Francisco

 
Kristen Recommends

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