Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Kristina Saunders, CFP®, CIMA®
Senior Portfolio Manager
Focus Area
Investment Management
Retirement Planning
Multi-Generational Planning
Estate Planning
Client Specialty
Individual Clients
Institutional Clients
Business Owners
Women in Transition
Community
Healthy Women – Executive Board Member (prior)
CFP Board’s Win/Win program
Kristina K. Saunders is a Senior Portfolio Manager at The Colony Group. She has 20 years of experience providing investment management to both high net worth clients and institutions. She also has financial planning expertise and works closely with clients to identify their short and long-term financial goals, establish a financial plan, and create an investment portfolio suited to their goals. Kristina partners with clients’ tax and legal counsel to ensure that investment management strategies align with optimal tax and estate transfer outcomes. Her clients rely on her for honest, unbiased advice and consider her a sounding board on all areas of their financial life.
Prior to joining Colony, Kristina was a Portfolio Manager at Sterling Capital Management. She also served as a Portfolio Manager at Farr, Miller and Washington, after having held the position of Director of Research at a D.C. metro-based wealth management firm, and advocacy group on executive compensation. Kristina began her career at TCW Group as an equity analyst, supporting the research effort for both equity and fixed income strategies. Kristina has been awarded the Certified Investment Management Analyst® and Certified Financial Planner® designations.
Kristina enjoys outdoor activities, most especially when her husband and four grown children join her. She contributes to her community, actively involved in various church, sports and music programs. As a volunteer with the CFP Board’s Win/Win program, Kristina enjoys mentoring young women who are interested in becoming financial advisors.
Kristina earned a BA in Economics from St. John’s University.
Published Insights
Financial Life Cycles
Financial Life Cycles: Managing Finances During and After Divorce
August 27, 2024
What are some of the mistakes women make when considering the financial implications of divorce? In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets...
Financial Life Cycles
Financial Life Cycles: Financial Considerations for Divorce
July 28, 2024
Meditation, collaborative law, and traditional (lawyer-to-lawyer) can impact a family immensely during the divorce process. In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets...
Financial Life Cycles
Financial Life Cycles: Discovering Purpose – Finding New Passions in Non-Profit Work and Engagement
June 27, 2024
In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets with Lauren Ledger, MBA, CFP®, Senior Wealth Advisor. Together, they discuss the benefits of being...
Financial Life Cycles
Financial Life Cycles: Living Within The Sandwich Generation
May 20, 2024
Taking care of your aging parents while simultaneously caring for your dependent children all while working can raise some challenges. The Colony Group’s Senior Portfolio Manager, Kristina Saunders, CIMA®,...
Financial Life Cycles
Financial Life Cycles: Considerations When Looking to Sell Your Business
May 9, 2024
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® meets with co-founder and Executive Chair of Food52, Inc., Amanda Hesser. Known as one of the world’s 50...
Her Wealth
An Executive Coach’s Guide to Salary Negotiations for Women
March 21, 2024
Salary negotiation can be very uncomfortable, especially if you’re afraid it might cost you the job offer. At the same time, it may land you a higher salary and...
Financial Life Cycles
Financial Life Cycles: Negotiating Your Salary
March 19, 2024
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® sits down with career transition advisor, Marti Fischer of the Marti Fischer Group. Together they discuss the tools...
Financial Life Cycles
Financial Life Cycles: The Basics of Starting a Business
February 21, 2024
In this episode, The Colony Group Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® meets with the Co-founder and Executive Chair of Food52, Inc., Amanda Hesser. Known as one of...
Financial Life Cycles
Financial Life Cycles: Claiming Social Security
January 25, 2024
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Wealth Advisor, Margaret Watson, CPA, CFP® discuss the complex world of Social Security and important considerations when...
Financial Life Cycles
Financial Life Cycles: Family Financial Planning for College Age Students
January 15, 2024
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®, and Senior Wealth Advisor, Shellie Kurek Peters, dive into the complex world of college saving, planning, and plan...
Financial Life Cycles
Financial Life Cycles: Getting Married/Co-Habitation
December 15, 2023
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Senior Wealth Advisor, Lauren Ledger discuss the topic of co-habitation and the importance of understanding and protecting...
Financial Life Cycles
Financial Life Cycles: Beginning Your Professional Journey
November 15, 2023
In our premiere episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®, and Wealth Advisor, Christine Crigler discuss all the many layers to kick-starting your career, from initiating long-term...
Topical Viewpoints
2023 Q2 Market Outlook Webinar Recording: Sifting Through the Known Unknowns
April 28, 2023
Investor uncertainty has grown significantly over the last year amidst rising geopolitical polarization and tighter monetary conditions. With the collapse of SVB and pressure on the broader banking sector,...
Everything You Always Wanted to Know About
Everything You Always Wanted to Know About: Becoming an Informed Investor
April 1, 2023
Looking to become a more savvy investor? The Colony Group’s Kristina Saunders, CFP®, CIMA®, Senior Portfolio Manager, suggests that you ask three key questions on your journey of becoming...
Her Wealth
Veteran Female Advisors Explain How More Women Can Succeed in Wealth Management
March 13, 2023
The Colony Group’s Kristina Saunders, Senior Portfolio Manager, recently spoke with Barron’s on the best ways to support advancing women’s careers in wealth...
Her Wealth
Breaking Down the Barriers Between Women and Financial Success
March 1, 2023
The Colony Group is excited to feature Her Wealth, which focuses on engaging, educating, and serving women on financial topics. The goal of Her Wealth is to establish a...
Topical Viewpoints
Tax Advantaged Strategies for Year-End Giving
October 11, 2022
As the holidays approach, you may be preparing to make gifts to charity or family. Although your primary reason for giving may be motivated by a desire to support...