Mowery & Schoenfeld, LLC. is pleased to announce the appointment of Kristy McCullough as Managing Director of Wealth Management.
In this role, McCullough will oversee the Firm’s asset management and investment strategies. She will be responsible for staffing and leadership of research, portfolio management, and the Firm’s client service efforts. McCullough will look to deliver an investment and financial planning approach that helps build, protect, and guide wealth with the ability to offer additional accounting, trust, and consulting services under one roof.
"We are thrilled to tap into Kristy’s deep commitment to clients and experience in financial planning and investment management. Under her leadership, we are confident in the accelerated growth of both our practice and our clients’ wealth," said Jeff Mowery, Managing Partner.
McCullough joins Mowery & Schoenfeld with experience, expertise, and unfailing client dedication. For the past 15 years, McCullough has served in leadership roles, most recently as Senior Vice President Wealth Advisor and head of the Lake Forest office of a multi-billion-dollar investment advisory firm. Prior to focusing on the needs of individuals and families, she supported institutional investors within the alternative investment space following her early days as an Associate for a national broker dealer.
McCullough is an active board member of Uncorked Adventures NFP, a not-for-profit serving those with Parkinson's Disease. Outside of the office, Kristy is busy raising her four daughters with her husband. She is an avid runner, having completed all but one of the world's major marathons.
“We are here to empower our clients to see their personal finances with clarity and enthusiasm," says Kristy McCullough. “I am honored to join an organization with a depth of professional expertise and a breadth of specialized financial services. We share common values and are dedicated to supporting the needs of sophisticated investors, business executives, and multi-generational clients.”