Kristin Cressman is a Senior Research Analyst for the Wealth Management Leadership Council. Her areas of expertise include wealth management business and technology trends, with a recent research focus on emerging technologies, managed account platforms and e-signature. Her current work focuses on wealth management technology adoption and investment, and trends in digital business and maturity across the financial services industry.
Since joining CEB in 2006, Ms. Cressman has held roles in CEB's commercial team and research roles in insurance and wealth management.
Prior to joining CEB, Ms. Cressman worked for State Street as a Senior Portfolio Accountant.
She developed and maintained relationships with top Tier 1 financial services institution and vendor accounts as well as over 40 clients and prospects.
Senior Portfolio Accountant
Bachelor's Degree in Business Economics and Finance, Magna Cum Laude, Providence College
1Prioritization of technology budgets, including peer benchmarks
2Adoption and investment trends across key emerging technologies in wealth management
5Wealth management vendor technology offerings and emerging capabilities