Kristina Kadeli Saunders, Cima®, Cfp®
About Kristina Kadeli Saunders, Cima®, Cfp®
Kristina Kadeli Saunders is a Senior Portfolio Manager at The Colony Group, where she specializes in asset allocation and investment selection. She holds both CIMA® and CFP® designations and has extensive experience in financial management for high net worth and institutional clients.
Work at Colony
Kristina Kadeli Saunders serves as a Senior Portfolio Manager at The Colony Group, a position she has held since 2022. In this role, she focuses on providing financial counsel to high net worth and institutional clients. Her responsibilities include asset allocation and the selection of individual stocks and bonds, leveraging her extensive experience in portfolio management.
Previous Experience in Portfolio Management
Before joining The Colony Group, Kristina Kadeli Saunders worked as a Portfolio Manager at Sterling Capital Management LLC from 2019 to 2022. Prior to that, she held a similar role at Farr, Miller & Washington for five years, from 2014 to 2019. In both positions, she contributed to the management of investment portfolios, focusing on strategies that align with client objectives.
Research Leadership Background
Kristina Kadeli Saunders was the Director of Research at Center On Executive Compensation for one year, from 2008 to 2009. In this capacity, she led research initiatives that informed executive compensation practices, enhancing her understanding of financial markets and client needs.
Education and Expertise
Kristina Kadeli Saunders earned her Bachelor of Arts in Economics from St. John's University, where she studied from 1982 to 1986. She holds the Certified Investment Management Analyst (CIMA®) and Certified Financial Planner (CFP®) designations, reflecting her expertise in investment management and financial planning.
Specialization in Asset Allocation
Kristina Kadeli Saunders has specialized knowledge in asset allocation and the selection of individual stocks and bonds. Her expertise allows her to tailor investment strategies that meet the specific needs of her clients, ensuring effective portfolio management.