Kristy McCullough

Kristy McCullough

Managing Director

Biography

As the leader of our Wealth Management practice, Kristy will oversee all of the Firm’s asset management and investment strategies. She will be responsible for staffing and leadership of research, portfolio management, and the Firm’s client service efforts. Kristy looks to deliver an investment and financial planning approach that helps build, protect, and guide wealth with the ability to offer additional accounting, trust, and consulting services under one roof

For the past 15 years McCullough served in leadership roles, most recently Senior Vice President Wealth Advisor and head of the Lake Forest office of a multi-billion-dollar investment advisory firm. Prior to focusing on the needs of individuals and families, she supported institutional investors within the alternative investment space following her early days as an Associate for a national broker dealer.

McCullough is an active board member of Uncorked Adventures NFP, a not-for-profit serving those with Parkinson’s Disease. Outside of the office, Kristy is busy raising her four daughters with her husband. She is an avid runner, having completed all but one of the world’s major marathons.

 

 “We are here to empower our clients to see their personal finances with clarity and enthusiasm. Our Firm is dedicated to supporting the needs of sophisticated investors, business executives, and multi-generational clients.”