Welcome to our newest advisor practices: 1854 Capital Management, The Kerrigan Group, Thompson Wealth Management

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Our
Leadership

Kristi Mitchem

Kristi Mitchem

&Partners LLC

I have never been satisfied with the status quo. I’m a challenger with a drive to make finance a force for good. Over the course of my career, I have had the opportunity to work with some of the largest and most sophisticated investors in the world. At &Partners, I’m focused on building an institutional quality investment platform. I have over 25 years of experience in asset management and capital markets. Most recently, I was CEO of BMO Global Asset Management, a Canadian asset manager with over $300 billion in assets under management. Prior to my time at BMO, I was CEO of Wells Fargo Asset Management, where I helped steward over $500 billion in client assets. In addition to these roles as CEO, I also held leadership positions at State Street Corporation, BlackRock, and Goldman Sachs, focusing on asset management, defined contribution plans, and equities markets.

I’m a vocal advocate for diversity and inclusion. At State Street, I led the development of a gender diversity index exchange-traded fund designed to invest in U.S. companies committed to advancing the positions women hold in management and on boards.

I believe that we are in the business of changing lives, and for me, nothing could be more exciting and rewarding.

About Kristi:

B.A., Political Science, Davidson College, summa cum laude and First Honors
Fulbright Scholar
MBA, Stanford University, Arjay Miller Scholar
Aspen Institute Finance Leaders Fellow
Most Influential Women in Bay Area Business, San Francisco Business Times (2018)
Top Women in Asset Management, Money Management Executive (2017)
Top 100 Influential People in Finance, Treasury & Risk (2008)

Kristi lives with her family in Wellington, Florida.

“Kristi’s passion for working closely with advisors to develop solutions for their clients shines through.”
The 2018 Most Influential Women in Bay Area Business from the San Francisco Business Times celebrates about 130 women business leaders in real estate, law, tech, financing, education, health care, and many other industries. These women work in diverse fields, but all share a passion for what they do. They are leaders in their organizations and their communities.

The 2017 Top Women in Asset Management list from Money Management Executive honored 10 women for their leadership in asset management, recognizing them as some of the most influential women in the industry. These women were not only successful leaders in their respective roles, but also often focused on mentoring and supporting other women in the field.

Treasury & Risk’s 2008 Top 100 Influential People in Finance list highlighted individuals making a significant impact on the financial landscape, including those navigating the global financial crisis. The list included individuals from various sectors, such as finance, technology, and even nonprofits, demonstrating a broad range of influence.