Caitlin Kneram
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Caitlin Kneram Email & Phone Number

Managing Director, Head of Performance Reporting and Analytics at Fort Point Capital Partners
Location: United States, United States, United States 8 work roles 2 schools
1 work email found @jordan-park.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Work email c****@jordan-park.com
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Current company
Fort Point Capital Partners
Role
Managing Director, Head of Performance Reporting and Analytics
Location
United States, United States, United States
Company size
16 employees

Who is Caitlin Kneram? Overview

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Quick answer

Caitlin Kneram is listed as Managing Director, Head of Performance Reporting and Analytics at Fort Point Capital Partners, a company with 16 employees, based in United States, United States, United States. AeroLeads shows a work email signal at jordan-park.com and a matched LinkedIn profile for Caitlin Kneram.

Caitlin Kneram previously worked as Vice President, Head of Client Reporting at Jordan Park Group and Senior Vice President, Head of Reporting at Shepherd Kaplan Krochuk, Llc. Caitlin Kneram holds Mba from Boston College.

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Email format at Fort Point Capital Partners

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{first}.{last}@jordan-park.com
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Profile bio

About Caitlin Kneram

Caitlin Kneram is a Managing Director, Head of Performance Reporting and Analytics at Fort Point Capital Partners. Colleagues describe her as "Caitlin is committed to producing high-quality work with a focus on data accuracy. As a member of the performance team she has taken many processes and significantly improved the amount of time to complete the task as well as improved the accuracy of the data. She assumes ownership of her work and takes the initiative to see anything she is working on thru to completion. As her manager she is someone I can always count on to do whatever it takes to get the job done even if it includes staying late or working weekends. She clearly takes pride in her work and it shows in the product she produces. Caitlin’s strong work ethic and positive attitude make her an asset to the performance team and Atlantic Trust."

Current workplace

Caitlin Kneram's current company

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Fort Point Capital Partners
Fort Point Capital Partners
Managing Director, Head of Performance Reporting and Analytics
san francisco, california, united states
Website
fortpointcap.com
Employees
16
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8 roles

Caitlin Kneram work experience

A career timeline built from the work history available for this profile.

Vice President, Head Of Client Reporting

Jordan Park Group

Portsmouth, New Hampshire, United States

Provided leadership and oversight for the firm’s client data and reporting strategy.Responsible for maintaining integrity of client reporting data and leading data and reporting best practices for the firm.

May 2022 - Oct 2024

Senior Vice President, Head Of Reporting

Shepherd Kaplan Krochuk, Llc

Boston, Massachusetts, United States

Primary lead on all client reporting projects and enhancements, responsible for maintaining client investment reporting data and guiding performance methodology best practices for the firm.

Jan 2019 - May 2022

Associate Vice President, Senior Performance Analyst

Cibc Private Wealth Us

Provided analytical support on major initiatives and system conversions as well as guidance and expertise on performance methodology and reporting.

Mar 2008 - Mar 2015

Client Reporting Specialist

Cibc Private Wealth Us

Responsible for investment performance and portfolio optimization reporting for major client accounts.

Sep 2006 - Mar 2008

Business Analyst

Ntt Innovation Institute, Inc.

Involved in various business intelligence efforts aimed at improving access to financial metrics and providing data for management decision-making.

Jan 2006 - Sep 2006

Wealth Management - Client Service Specialist

State Street

Worked closely with Wealth Management clients on a day to day basis to ensure service level agreements were met and supported various operational improvement projects.

Oct 2003 - Jan 2006
Team & coworkers

Colleagues at Fort Point Capital Partners

Other employees you can reach at fortpointcap.com. View company contacts for 16 employees →

LM Luke Maier Luke Maier Colleague at Fort Point Capital Partners San Francisco Bay Area, United States View → MA Mark A. Anderson, Cfp® Mark A. Anderson, Cfp® Colleague at Fort Point Capital Partners San Francisco, California, United States, United States View → AR Andy Robertson Andy Robertson Colleague at Fort Point Capital Partners New York City Metropolitan Area, United States View → LC Lisa Church Lisa Church Colleague at Fort Point Capital Partners San Francisco, California, United States, United States View → CD Chad Demartini Chad Demartini Colleague at Fort Point Capital Partners New York, New York, United States, United States View → BT Brandon T. Brandon T. Colleague at Fort Point Capital Partners New York, New York, United States, United States View → CB Cj Blassick, Cfp® Cj Blassick, Cfp® Colleague at Fort Point Capital Partners Manhattan Beach, California, United States, United States View → TS Tyler Sloan Tyler Sloan Colleague at Fort Point Capital Partners San Francisco, California, United States, United States View → JM John Mcdevitt John Mcdevitt Colleague at Fort Point Capital Partners Greenbrae, California, United States, United States View → RH Roy Haya Roy Haya Colleague at Fort Point Capital Partners New York, New York, United States, United States View →
2 education records

Caitlin Kneram education

FAQ

Frequently asked questions about Caitlin Kneram

Quick answers generated from the profile data available on this page.

What company does Caitlin Kneram work for?

Caitlin Kneram works for Fort Point Capital Partners.

What is Caitlin Kneram's role at Fort Point Capital Partners?

Caitlin Kneram is listed as Managing Director, Head of Performance Reporting and Analytics at Fort Point Capital Partners.

What is Caitlin Kneram's email address?

AeroLeads has found 1 work email signal at @jordan-park.com for Caitlin Kneram at Fort Point Capital Partners.

Where is Caitlin Kneram based?

Caitlin Kneram is based in United States, United States, United States while working with Fort Point Capital Partners.

What companies has Caitlin Kneram worked for?

Caitlin Kneram has worked for Fort Point Capital Partners, Jordan Park Group, Shepherd Kaplan Krochuk, Llc, Cibc Private Wealth Us, and Ntt Innovation Institute, Inc..

Who are Caitlin Kneram's colleagues at Fort Point Capital Partners?

Caitlin Kneram's colleagues at Fort Point Capital Partners include Luke Maier, Mark A. Anderson, Cfp®, Andy Robertson, Lisa Church, and Chad Demartini.

How can I contact Caitlin Kneram?

You can use AeroLeads to view verified contact signals for Caitlin Kneram at Fort Point Capital Partners, including work email, phone, and LinkedIn data when available.

What schools did Caitlin Kneram attend?

Caitlin Kneram holds Mba from Boston College.

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