Kristin Ketner Pak is a Senior Portfolio Manager for AAFMAA Wealth Management & Trust LLC (AWM&T). An accomplished investor with over 30 years of experience in the financial markets, including equity research, portfolio management, and investment banking roles, she assists AWM&T’s CIO in setting investment strategies to manage model portfolios and investments for both clients and AAFMAA.
Kristin effectively analyzes the micro, such as the investment potential of a company or security, but she also clearly understands the macro, such as economic drivers and in what stage of the economic cycle specific business models or investments thrive. As a result, she constructs portfolios with balanced risks and exposures that can weather various macroeconomic cycles.
Prior to joining AWM&T, Kristin managed multiple billions of dollars in equity investments as a portfolio manager at Invesco and Oppenheimer Funds, and as an equity analyst at RS Investments and Guardian Life Insurance. Additionally, she served as an equity research analyst at Goldman Sachs and as an investment banker at Merrill Lynch.
Kristin earned her MBA from Harvard University and her BS in business administration from Indiana University. She was born and raised in Indiana before moving to the New York City area to pursue her career on Wall Street.