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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ellevest | Portfolio Manager | Dec 2020 to Present | — |
| J.P. Morgan | Investment Specialist | Jul 2018 to Nov 2020 | — |
| J.P. Morgan | Analyst | Jul 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)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Pensacola, FL , United States | |
| CEO and Chief Investment Officer | CA , United States | |
| Wealth and Investment Manager | San Jose, CA , United States | |
| Senior Investment Associate | United States |
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