Kristen McDonald is from Everett, Massachusetts. She and her husband, Steve, moved to Peabody, Massachusetts to raise their three kids. They often enjoy traveling as a family; however, their favorite place to go is the most magical place on earth, Disney. Kristen is actively involved in the community and volunteers at her church, teaching religious education. She also can be found enjoying all of the nature that New England has to offer, whether it be camping with her family or walking trails with her dog, Cooper.
Kristen came aboard the firm in November 2015. She has several years of experience in the mutual fund industry, working as an executive assistant in support of a team of international and domestic senior portfolio managers. Kristen’s role at the firm is to support the ERISA Retirement Plan and Wealth Management teams.