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Kristen Goodman

Kristen Goodman

Portfolio Manager at Ellevest, Inc.

Denver, CO , United States

About

Kristen Goodman, CFA, is a Portfolio Manager at Ellevest, Inc., where she has served since December 2020, focusing on Private Wealth Management. Based in Denver, Colorado, she specializes in developing and overseeing investment strategies tailored for high-net-worth individuals, with an emphasis on empowering women investors. Goodman leverages her expertise to deliver comprehensive wealth management solutions within Ellevest’s mission-driven platform.

Her investment focus includes managing diversified portfolios across public and private markets, with experience in equities, fixed income, and alternative investments, particularly as they relate to private equity and hedge fund strategies. At Ellevest, she plays an integral role in portfolio construction and risk oversight, contributing to a team dedicated to innovative and inclusive financial solutions.

Previously, Goodman held roles as Investment Specialist and Analyst at J.P. Morgan, where she focused on financial institutions, supporting hedge fund and private equity principals. She holds a Bachelor of Science in Finance from Lehigh University College of Business and completed her studies at Thayer Academy, as well as holding the CFA designation, underscoring her strong analytical and investment credentials.

Career History

OrganizationRoleDate RangeDetails
EllevestPortfolio ManagerDec 2020 to Present
J.P. MorganInvestment SpecialistJul 2018 to Nov 2020
J.P. MorganAnalystJul 2015 to Jul 2018
Financial Institutions Group partnering primarily with hedge fund and private equity principals

Education

Lehigh University - College of Business and Economics

2011 2015

Thayer Academy

Others at Ellevest, Inc. (4)

NameRoleLocation
Alondra Garcia Hill
Alondra Garcia Hill
Portfolio ManagerPensacola, FL , United States
Sylvia Kwan
Sylvia Kwan
CEO and Chief Investment OfficerCA , United States
Ann Romano
Ann Romano
Wealth and Investment ManagerSan Jose, CA , United States
Kirsten Runstrom
Kirsten Runstrom
Senior Investment AssociateUnited States

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