Kristin Mckenna, Cfp®

Kristin Mckenna, Cfp® Email and Phone Number

Senior Contributor @ Forbes
Boston, MA, US
Kristin Mckenna, Cfp®'s Location
Boston, Massachusetts, United States, United States
Kristin Mckenna, Cfp®'s Contact Details

Kristin Mckenna, Cfp® personal email

n/a

Kristin Mckenna, Cfp® phone numbers

About Kristin Mckenna, Cfp®

Darrow Wealth Management is an investment management and financial advisory firm specializing in sudden wealth events from stock options and equity compensation, the sale of a privately-held business, or receiving an inheritance.As a fee-only wealth management firm, we do not sell securities, investment products, or receive commissions from transactions, back-end sales charges, or other fees based on generating transactions. Invest with a fiduciary. Kristin McKenna is an investment adviser representative of Darrow Wealth Management. (“DWM”), an SEC registered investment adviser located in Massachusetts. This LinkedIn page is limited to the dissemination of general information pertaining to advisory services offered by DWM, together with access to additional general investment-related information, publications, and links. No one should construe the information contained on this page as the rendering of personalized investment, legal, accounting, or tax advice. Due to various factors, including changing market conditions, DWM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information contained in this profile. For additional information about DWM, please visit the firm’s website at www.darrowwealthmanagement.com.Disclosure & Methodology: InvestmentNews 40 Under 40 AwardThe InvestmentNews “40 Under 40” recognition is given to financial industry professionals under the age of 40 who have exhibited qualities of leadership within the financial advice field. Nominations are judged by the editorial staff of InvestmentNews and winners are selected based on the following criteria: level of accomplishment; contribution to the financial advice and investing professions; leadership; and potential. In 2022, InvestmentNews stated they received more than 1,000 nominations for the 40 Under 40 award. The award was publicly announced by InvestmentNews on June 5, 2023; next year’s class of honorees will be announced in June 2024. No fee was paid to be considered for this award or promote the outcome. Winners are invited to attend InvestmentNews’ 40 under 40 Summit & Awards celebration in NYC. Attendees are responsible for their own transportation and accommodations. Membership to an organization is not required to be considered for the 40 Under 40 award. For additional information please visit: https://www.investmentnews.com/awards-and-recognition/40-under-40-2

Kristin Mckenna, Cfp®'s Current Company Details
Forbes

Forbes

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Senior Contributor
Boston, MA, US
Website:
forbes.com
Employees:
8978
Kristin Mckenna, Cfp® Work Experience Details
  • Forbes
    Senior Contributor
    Forbes
    Boston, Ma, Us
  • Darrow Wealth Management
    President, Wealth Advisor
    Darrow Wealth Management Jan 2023 - Present
    Boston, Massachusetts, United States
    Darrow Wealth Management is a fee-only Financial Advisor in the Greater Boston area.Our wealth management team serves a diverse client base with particular focus on sudden wealth and employees with stock options.
  • Darrow Wealth Management
    Managing Director, Wealth Advisor
    Darrow Wealth Management Oct 2014 - Jan 2023
    Greater Boston Area
  • Forbes
    Senior Contributor
    Forbes Apr 2019 - Present
  • Deloitte Consulting
    Senior Consultant
    Deloitte Consulting Aug 2013 - Sep 2014
    Greater Boston Area
  • Deloitte Consulting
    Project Controller
    Deloitte Consulting Jul 2012 - Aug 2013
    Greater Boston Area
  • Element Productions
    Production Coordinator
    Element Productions Dec 2007 - Jul 2010
  • Scout Productions / Nesn
    Associate Producer, "Sox Appeal"
    Scout Productions / Nesn Jan 2007 - Jul 2007
  • Boston Red Sox
    Event Coordinator; Production Co-Op
    Boston Red Sox Apr 2005 - Oct 2006

Kristin Mckenna, Cfp® Skills

Leadership Budget Monitoring Video Production Sap Report Writing Operating Budgets Financial Modeling Data Analysis Forecasting Crystal Reports Bloomberg Market Research Finance Process Improvement Budget Reconciliation Wealth Management Bloomberg Terminal Risk Management Project Accounting Strategic Analysis Data Presentation Project Implementation Financial Analysis Project Planning Budgets Management Financial Reporting Project Management Research Problem Solving Media Production Analysis

Kristin Mckenna, Cfp® Education Details

Frequently Asked Questions about Kristin Mckenna, Cfp®

What company does Kristin Mckenna, Cfp® work for?

Kristin Mckenna, Cfp® works for Forbes

What is Kristin Mckenna, Cfp®'s role at the current company?

Kristin Mckenna, Cfp®'s current role is Senior Contributor.

What is Kristin Mckenna, Cfp®'s email address?

Kristin Mckenna, Cfp®'s email address is kr****@****ent.com

What is Kristin Mckenna, Cfp®'s direct phone number?

Kristin Mckenna, Cfp®'s direct phone number is (617)-519*****

What schools did Kristin Mckenna, Cfp® attend?

Kristin Mckenna, Cfp® attended D'amore-Mckim School Of Business At Northeastern University, Northeastern University.

What skills is Kristin Mckenna, Cfp® known for?

Kristin Mckenna, Cfp® has skills like Leadership, Budget Monitoring, Video Production, Sap, Report Writing, Operating Budgets, Financial Modeling, Data Analysis, Forecasting, Crystal Reports, Bloomberg, Market Research.

Who are Kristin Mckenna, Cfp®'s colleagues?

Kristin Mckenna, Cfp®'s colleagues are Andre Awan, Eduardo Martins, Steph Harris, Tejeesh Nippun Singh, James Artfield, Петченко Оксана, Mohd Abdulla.

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