Kristina Saunders, CFP®, CIMA®

Senior Portfolio Manager

Washington, DC
Focus Area

Investment Management

Retirement Planning

Multi-Generational Planning

Estate Planning

Client Specialty

Individual Clients

Institutional Clients

Business Owners

Women in Transition

Community

Healthy Women – Executive Board Member (prior)

CFP Board’s Win/Win program

Kristina K. Saunders is a Senior Portfolio Manager at The Colony Group. She has 20 years of experience providing investment management to both high net worth clients and institutions. She also has financial planning expertise and works closely with clients to identify their short and long-term financial goals, establish a financial plan, and create an investment portfolio suited to their goals. Kristina partners with clients’ tax and legal counsel to ensure that investment management strategies align with optimal tax and estate transfer outcomes.  Her clients rely on her for honest, unbiased advice and consider her a sounding board on all areas of their financial life.

Prior to joining Colony, Kristina was a Portfolio Manager at Sterling Capital Management.  She also served as a Portfolio Manager at Farr, Miller and Washington, after having held the position of Director of Research at a D.C. metro-based wealth management firm, and advocacy group on executive compensation.  Kristina began her career at TCW Group as an equity analyst, supporting the research effort for both equity and fixed income strategies. Kristina has been awarded the Certified Investment Management Analyst® and Certified Financial Planner® designations.

Kristina enjoys outdoor activities, most especially when her husband and four grown children join her. She contributes to her community, actively involved in various church, sports and music programs. As a volunteer with the CFP Board’s Win/Win program, Kristina enjoys mentoring young women who are interested in becoming financial advisors.

Kristina earned a BA in Economics from St. John’s University.

Published Insights

Topical Viewpoints
2023 Q2 Market Outlook Webinar Recording: Sifting Through the Known Unknowns
April 28, 2023

Investor uncertainty has grown significantly over the last year amidst rising geopolitical polarization and tighter monetary conditions. With the collapse of SVB and pressure on the broader banking sector,...

More
Her Wealth
Veteran Female Advisors Explain How More Women Can Succeed in Wealth Management
March 13, 2023

The Colony Group’s Kristina Saunders, Senior Portfolio Manager, recently spoke with Barron’s on the best ways to support advancing women’s careers in wealth...

More
Her Wealth
Breaking Down the Barriers Between Women and Financial Success
March 1, 2023

The Colony Group is excited to feature Her Wealth, which focuses on engaging, educating, and serving women on financial topics. The goal of Her Wealth is to establish a...

More
Topical Viewpoints
Tax Advantaged Strategies for Year-End Giving
October 11, 2022

As the holidays approach, you may be preparing to make gifts to charity or family.  Although your primary reason for giving may be motivated by a desire to support...

More