Managing Director, Client Relations
Kristi Kuechler is Managing Director of Client Relations at Vernal Point. She oversees client education and communication for Vernal Point.
Kristi joins Vernal Point after more than two decades working with affluent families as an educator and advocate. She was recently Managing Director, Investor Market, at Family Office Exchange (FOX). In this role, she oversaw all investment initiatives for a membership of nearly 400 families (average investable asset base of $500 million). At FOX, she developed the biannual Global Investment Forums and led the annual Global Investment Surveys. Kristi also oversaw the FOX Direct Investing Network, a group of 130 families/family offices actively engaged in investing directly in operating businesses and real estate. She was the primary Relationship Manager for more than 50 FOX members and opened the West Coast office.
Kristi joined FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Lattice grew out of the single-family office of a well-regarded investor. Prior to her work at Lattice, Kristi served as President of the Institute for Private Investors (IPI), a membership organization of 380 affluent families. At IPI, she was responsible for content and curriculum development and oversaw all matters related to membership, creating more than 900 sessions on topics relating to families and investing during her tenure. Kristi also created a Private Wealth Management program at Stanford University and ran it for three years. In 2010, she was named to the 50 Top Women in Wealth Management (ThinkAdvisor).*
Kristi has a B.A. from the University of California-Davis, and a M.A. from Stanford University.
* as selected by an advisory board of distinguished women involved in the wealth management business.
Kristi oversees client relations at Vernal Point and brings two decades of experience educating affluent families around their investment and non-investment challenges.
Should you be interested in learning more, we would look forward to beginning a conversation.