Kristen McCann

Kristen has been with the firm for over 28 years, serving formerly as AVP of Operations and managing all aspects of the firm’s Operations and Processing functions. She was the go-to resource for managed accounts and a valued leader within the organization, known for her ability to learn quickly and adapt to new challenges. Kristen also holds her FINRA Series 6 license with LPL Financial, underscoring her expertise in the financial industry.

Throughout her tenure, Kristen played a key role the firm's goal of ensuring operational excellence and supporting advisors with complex account needs. Her leadership and knowledge have been instrumental in shaping the firm’s success.

Outside of work, Kristen loves to read and take walks. She’s an animal lover and shares her home with two golden retrievers and her husband James.