Meet Our Leaders
Kristin Proksch, CFA
Research/Advisor Services
Kristin serves as Research Analyst/Advisor Services Representative. She is a
valuable resource for operational and research related questions for advisors
and clients. She has several years of experience working in financial analysis
and client service.
In 2000, she joined OFI Institutional Asset Management as a research analyst,
where she was responsible for quantitative research regarding the Technology and
Energy sectors. Prior to joining US Fiduciary, she was part of the Hudson,
Monroe & Brown Asset Management Group of Wachovia Securities, where she managed
client relations, traded client accounts, and researched holdings for its
private portfolio management accounts.
Kristin received her Bachelors of Science in Economics from Centre College. She
holds the CFA designation, as well as the Series 7, 63, and 65 licenses, and is
currently pursuing the Chartered Alternative Investment Analyst (CAIA)
designation. She is a member of the CFA Society of Houston.
Kristin Proksch