Kristi Lord, Cfa

Kristi Lord, Cfa Email and Phone Number

Co-Founder at L'AVANT Collective @ L'AVANT Collective
Kristi Lord, Cfa's Location
Seattle, Washington, United States, United States
Kristi Lord, Cfa's Contact Details

Kristi Lord, Cfa work email

Kristi Lord, Cfa personal email

About Kristi Lord, Cfa

Kristi Lord, Cfa is a Co-Founder at L'AVANT Collective at L'AVANT Collective. She possess expertise in wealth management, portfolio management, financial services, asset allocation, investment management and 17 more skills.

Kristi Lord, Cfa's Current Company Details
L'AVANT Collective

L'Avant Collective

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Co-Founder at L'AVANT Collective
Kristi Lord, Cfa Work Experience Details
  • L'Avant Collective
    Co-Founder
    L'Avant Collective Dec 2020 - Present
    Seattle, Wa, Us
    L'AVANT Collective is a female founded consumer product company based out of Seattle that creates high performing, plant-based cleaning products in countertop worthy packaging. L’AVANT Collective was born out of the near constant demand for cleaning up after our kids and pets but wanting the products we used to be non-toxic, highly effective, and conveniently located. Our goal is to merge our modern home interiors and styles with the products we use on a daily basis in a sustainable and plant-based way.
  • Chinus Asset Management, Llc
    Chief Operating Officer
    Chinus Asset Management, Llc Feb 2015 - Aug 2018
    Portland, Or, Us
    Chinus Asset Management is an investment manager established in 2008 to provide investors with access to emerging Asia through regional and country-specific fund of hedge funds. It specializes in identifying local managers whose "boots on the ground" presence and deep knowledge of local markets give them an edge in the inefficient capital markets of emerging Asia.
  • Badgley Phelps Investment Managers
    Associate Investment Manager
    Badgley Phelps Investment Managers Sep 2012 - Feb 2015
    Seattle, Wa, Us
    At Badgley I worked with the equity team, where responsibilities included fundamentally analyzing current equity holdings and continually researching new equity opportunities. We met regularly to debate and discuss current macro and micro issues, drilling in on how they would impact our portfolio and clients. The role allowed me to meet the needs of clients by partnering with them and their other professional service providers to help define their long-term goals, including tax planning and wealth transition.
  • Lord Household
    Ceo
    Lord Household Feb 2011 - Sep 2012
    An unpaid position, where I worked endless hours to meet the needs of one of the most demanding clients: my first son. This was incredibly rewarding work and a wonderful experience where I was able to further develop the key soft skills that I utilize every day.
  • Silver Creek Capital Management
    Controller, Separately Managed Accounts
    Silver Creek Capital Management Oct 2006 - Feb 2011
    Us
    Silver Creek is a Seattle based fund of hedge funds. Over the four years my role covered various capacities across multiple functions in fund accounting and operations for the funds, separately managed accounts and direct trading. In partnership with legal and our portfolio managers, I negotiated investment management agreements with our hedge fund managers and tracked them for compliance. I worked closely with portfolio management, risk, legal, compliance, marketing and investor reporting with all aspects of the role.
  • Tahoma Capital Llc
    Manager, Investment Operations
    Tahoma Capital Llc Jan 2006 - Sep 2006
    Tahoma Capital was a $200m+ start up multi-strategy hedge fund that launched in early 2006. I came on board to implement and manage the investment operations for equities, futures, municipal bonds, foreign currency and swaps. My responsibilities included the day to day management for front end trade capture to back end recording across multiple prime brokers, the internal risk system and external administrator. Management elected to close the fund in late 2006.
  • Deloitte & Touche
    Audit Manager
    Deloitte & Touche Oct 2000 - Jan 2006
    Worldwide, Oo
    At Deloitte I was one of the managers for the firm’s largest banking client, which involved planning and executing a 30,000-hour financial statement audit. I focused on the capital markets (debt and securitizations) and treasury transactions (cash management and trading) including directing the audit component of public debt offerings. This involved facilitating discussions between underwriters, attorneys, clients and staff and analysis of all pertinent filings. I consistently ranked at the top of my peer group during my time at the firm.

Kristi Lord, Cfa Skills

Wealth Management Portfolio Management Financial Services Asset Allocation Investment Management Financial Advisory Equity Research Retirement Planning Registered Investment Advisor Wealth Preservation Planning High Net Worth Individuals Fiduciary Finance Investments Alternative Investments Investment Strategies Investment Operations Derivatives Isda Us Gaap Fund Accounting Project Management

Kristi Lord, Cfa Education Details

  • Washington State University
    Washington State University
    Accounting & Finance

Frequently Asked Questions about Kristi Lord, Cfa

What company does Kristi Lord, Cfa work for?

Kristi Lord, Cfa works for L'avant Collective

What is Kristi Lord, Cfa's role at the current company?

Kristi Lord, Cfa's current role is Co-Founder at L'AVANT Collective.

What is Kristi Lord, Cfa's email address?

Kristi Lord, Cfa's email address is kr****@****ail.com

What schools did Kristi Lord, Cfa attend?

Kristi Lord, Cfa attended Washington State University.

What are some of Kristi Lord, Cfa's interests?

Kristi Lord, Cfa has interest in Education.

What skills is Kristi Lord, Cfa known for?

Kristi Lord, Cfa has skills like Wealth Management, Portfolio Management, Financial Services, Asset Allocation, Investment Management, Financial Advisory, Equity Research, Retirement Planning, Registered Investment Advisor, Wealth Preservation Planning, High Net Worth Individuals, Fiduciary.

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