Kristen becomes personally acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management, and investment advisory solutions to assist in their goal achievement.

To read about our interview with Kristen, take a look at our Spotlight on the Team: Kristen Taylor article!

• Investments
• Socially Responsible Investing
• Professionals
• Business Owners

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.

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

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.

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

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