

Kristina Saunders
Senior Portfolio Manager
The Colony Group
United States, Minnesota, Washington
About Me
Kristina K. Saunders is a Senior Portfolio Manager at The Colony Group. She has 20 years of experience providing investment management to both high net worth clients and institutions. She also has financial planning expertise and works closely with clients to identify their short and long-term financial goals, establish a financial plan, and create an investment portfolio suited to their goals. Kristina partners with clients’ tax and legal counsel to ensure that investment management strategies align with optimal tax and estate transfer outcomes. Her clients rely on her for honest, unbiased advice and consider her a sounding board on all areas of their financial life. Prior to joining Colon
Profile Information
Senior Portfolio Manager
The Colony Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Washington
Minnesota
United States
May 16, 2024
More profiles to browse
Alexander I Hock
Principal & Senior Wealth Advisor
Brian Leach
Senior Portfolio Manager
LT
Liz Talbot
Managing Director, Senior Wealth Advisor, Principal, Executive Director and Senior Financial Counselor
Patrick Donnelly
Principal & Senior Wealth Advisor
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
DH
Dennis Hanson
Principal
Jamison Hanson