Kristin Fishbaugh, CFA

Senior Wealth Advisor
 Cincinnati|

Designations and Licenses

Kristin holds the Chartered Financial Analyst® designation.

Experience and Education

Kristin provides investment management and financial planning to individuals, foundations and endowments. She has nearly 15 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.

Accolades

Working Mother magazine and Shook Research ranked Kristin #395 in 2020 and #452 in 2021 out of 500 on the Top Wealth Advisor Moms List.

Personal Interests

In the community, Kristin serves as a trustee of the United Way of Greater Cincinnati Foundation Board, a treasurer of the Cincinnati Ballet Foundation Board. Previously, Kristin served as a trustee of the central Parkway YMCA Board and as a Chair for the Board Orientation & Leadership Development Steering Committee. In her spare time, Kristin enjoys running, water skiing and snow skiing.

Kristin’s Office

For the 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.

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