Kristin Fishbaugh, CFA
Designations and Licenses
Kristin holds the Chartered Financial Analyst® designation.
Experience and Education
Kristin provides customized investment and wealth management solutions to individuals, foundations and endowments. She has more than 10 years of experience in the financial services industry.
Prior to joining Mariner Wealth Advisors, she was an associate consultant at Fourth Street Performance Partners, where she provided investment consulting services to clients. Her responsibilities included investment policy statement analysis, portfolio manager analytics, strategy implementation and portfolio measurement and reporting. Previously, Kristin worked as an analyst at BlackRock Private Equity Partners, a private equity fund of funds manager that invests in primary funds, secondaries and direct co-investment opportunities.
She graduated Summa Cum Laude from the University of Dayton with a bachelor’s degree in finance and economics. She is a member of the CFA Institute and the CFA Society of Cincinnati.
Working Mother magazine and Shook Research ranked Kristin #395 out of 500 on the 2020 Top Advisors Mom List.
In the community, Kristin is a trustee for the Cincinnati Ballet Board and the Central Parkway YMCA Board. She also serves as chair of the United Way BOLD Steering Committee and is a member of the United Way Volunteer Connection Leadership Council. In her spare time, Kristin enjoys running, water skiing and snow skiing.
For the 2020 Top Advisors Mom List, SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com. The award is not indicative of future performance and there is no guarantee of future investment success.