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Kristina K. Saunders, CFP®, CIMA®

Background

Kristina K. Saunders, CFP®, CIMA®, Executive Director, joined Sterling Capital Management in 2019 and has investment experience since 1986. Kristina is a portfolio manager with Sterling's Private Client Group. Prior to joining Sterling, she served as senior vice president and portfolio manager with Farr, Miller & Washington, and equity analyst at TCW Group. Kristina received her B.A. in Economics from St. John’s University where she was a cum laude graduate. She holds the Certified Financial Planner® and Certified Investment Management Analyst® designations.

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Area of Focus

  • Private Client

Previous Experience

  • Farr, Miller & Washington
  • Cassaday & Company
  • TCW Group

Education

  • B.A. St. John's University

Affiliations and Professional Licenses

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Series 65
Kristina K. Saunders
Kristina K. Saunders, CFP®, CIMA®

Executive Director

Portfolio Manager

(202) 393-1777

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Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.