Kristin Pak

Kristin Pak

Analyst-Equity at AAFMAA Wealth Management & Trust LLC

Finance
Consumer Services

Profile

Ms. Kristin K.
Pak is a Senior Portfolio Manager at AAFMAA Wealth Management & Trust LLC.
She is an investor with over 30 years of experience in the financial markets, including equity research, portfolio management, and investment banking roles, she assists AWM&T’s CIO in setting investment strategies to manage model portfolios and investments for both clients and AAFMAA.
She effectively analyzes the micro, such as the investment potential of a company or security, but she also clearly understands the macro, such as economic drivers and in what stage of the economic cycle specific business models or investments thrive.
As a result, she constructs portfolios with balanced risks and exposures that can weather various macroeconomic cycles.
Prior to joining AWM&T, Ms. Pak managed multiple billions of dollars in equity investments as a portfolio manager at Invesco and Oppenheimer Funds, and as an equity analyst at RS Investments and Guardian Life Insurance.
Additionally, she served as an equity research analyst at Goldman Sachs and as an investment banker at Merrill Lynch.
She earned her MBA from Harvard University and her BS in business administration from Indiana University.

Kristin Pak active positions

CompaniesPositionStart
Analyst-Equity 2022-12-31
All active positions of Kristin Pak

Former positions of Kristin Pak

CompaniesPositionEnd
Director of Research - Equity 2021-12-31
Analyst-Equity 2019-05-23
Analyst-Equity 2009-04-29
Corporate Officer/Principal 2001-01-01
Analyst-Equity -
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Training of Kristin Pak

Indiana University Undergraduate Degree
Harvard University Masters Business Admin
Harvard Business School Masters Business Admin

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

11

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies8

Finance

Finance

Montgomery Securities, Inc.

Finance

Finance

Finance

Finance

Finance

Finance

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