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 has worked since 2022. She has previous experience as a Portfolio Manager at Farr, Miller & Washington and Sterling Capital Management LLC.
Work at Colony
Kristina Kadeli Saunders has been serving as a Senior Portfolio Manager at The Colony Group since 2022. In this role, she is responsible for managing investment portfolios and providing strategic financial advice to clients. Her expertise in portfolio management contributes to the firm's commitment to delivering tailored investment solutions.
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. During her tenure, she focused on developing and implementing investment strategies that aligned with client objectives. Prior to that, she held a similar position at Farr, Miller & Washington from 2014 to 2019, where she managed portfolios in the Washington D.C. Metro Area.
Education and Expertise
Kristina Kadeli Saunders earned her Bachelor of Arts degree in Economics from St. John's University, where she studied from 1982 to 1986. Her educational background provides a solid foundation for her career in finance and investment management. She holds the CIMA® and CFP® designations, reflecting her advanced knowledge and commitment to the financial planning profession.
Background in Washington D.C. Metro Area
Kristina Kadeli Saunders has built her career primarily in the Washington D.C. Metro Area. Her extensive experience in portfolio management across various firms has established her as a knowledgeable professional in the financial services industry. Her roles have involved direct client interaction and strategic investment planning.