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About
Kristin Sindoni is a Principal, Senior Investment Manager, and member of the Investment Policy Committee at Conservest Capital Advisors, Inc., based in the Philadelphia suburbs. As a Portfolio Manager, she leads portfolio strategy and implementation for individual and family clients, drawing on over 16 years of investment advisory experience at the firm. Kristin's key responsibilities include equity portfolio management with a focus on high net-worth clients, encompassing customized investment solutions and diversified asset allocation covering the finance and consumer services sectors.
She began her career at Conservest in 2008 as an Assistant Portfolio Manager, rapidly advancing to portfolio manager and senior roles through her expertise in equity research, multi-asset portfolio construction, and risk assessment. Kristin maintains strong, long-term advisory relationships and participates actively in firmwide investment policy decisions, ensuring rigorous capital market analysis and disciplined investment strategies for client portfolios.
Kristin Sindoni holds the Chartered Financial Analyst (CFA) designation and graduated with honors from Georgetown University's McDonough School of Business, with dual degrees in Finance and International Business. Notably, she served as captain of the Georgetown women's rowing team, earning All-American status, and continues to contribute to the community through nonprofit board work. Her professional contributions include speaking and education roles around investment strategy for affluent clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Conservest Capital Advisors | Portfolio Manager | Dec 2013 to Present | — |
| Conservest Capital Advisors | Assistant Portfolio Manager | Jun 2008 to Dec 2013 | — |
Education
Georgetown University McDonough School of Business
2004 — 2008
Others at Conservest Capital Advisors, Inc. (2)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | Philadelphia, PA , United States | |
| Principal, Senior Portfolio Manager | United States |
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