Professionals – Financial

Kristen is a skilled financial executive with demonstrated abilities in asset valuations; identifying, executing and financing successful growth strategies; evaluation of prospective business and investment opportunities; and in sourcing, negotiating and integrating mergers and acquisitions. She has twenty-five years’ experience in consulting for small and medium-sized businesses as well as in financial management and strategy in the consumer products, manufacturing, telecommunications and financial services sectors. She brings disciplined business judgment, financial leadership and a high level of integrity to the realization of clients’ business objectives.

Before forming Lumina Partners, LLC, Kristen served in a variety of senior financial, strategy and mergers/acquisitions roles for multinational beverage manufacturer Constellation Brands. Her background also includes capital markets expertise and corporate finance roles at Frontier Corp. and Citibank.

Kristen earned her MBA in Finance from the College of William and Mary, where she was elected to Beta Gamma Sigma, and her BA in Psychology from Bucknell University, where she was elected to Psi Chi. She is a CFA charter holder, a member of the CFA Institute and a past Director of the CFA Society of Rochester. Kristen is a member of the New York State Council on Divorce Mediation and the Rochester Association of Family Mediators. She is a member of the Advisory Board of Directors and former Chair of the Audit Committee of the Greater Rochester Chapter of the American Red Cross.