Kristen Holland

Kristen Holland

Director of Client Services, Northeast
Office: Quincy, MA

Education & Certificates

B.S., Boston College
Series 65 License

Professional Background

I have over 30 years of experience in the financial services industry and I have been with CWA since February 2025. In 2003, I joined Fernwood Investment Management from Wellington Management Company, LLP where I was an investment marketing consultant to the firm’s mutual fund clients for eight years. Prior to that, I held the position of global account manager at Brown Brothers Harriman & Company covering the institutional market.

Personal Interests

I am a mentor for SOWMA's Bridge Mentoring Program which helps high school and college-age students explore educational and career opportunities.

In my free time, I enjoy cooking and going on hikes with my husband and three daughters.