Kristin W. Horton, CFA is President and CEO of Haven Capital Group, Inc., a private, independent investment management firm providing custom portfolio management and financial planning for high net worth individuals and families, trusts, not-for-profits, corporations and retirement plans.
Ms. Horton is a 25-year veteran of the investment management field. She earned her undergraduate degree from Wellesley College and an MBA from the MIT Sloan School of Management. She holds the Chartered Financial Analyst designation and is a member of the Los Angeles Society of Financial Analysts. During her career, she served as U.S. liaison to Merrill Lynch’s Latin American investment banking effort, and later managed custom portfolios and mutual funds worth over $5 billion in the aggregate as part of Putnam Investments’ international bond team. Ms. Horton also served as an economist and market strategist, covering Germany and France for Putnam Investments and representing the firm in the Far East. She acted as banking and technology analyst for Morgan Stanley’s equity research department, and managed over $235 million of custom portfolios for a California investment firm before opening Haven Capital Group in 2009.
Ms. Horton serves on the Board of Directors of State Street Ballet, as President of the Wellesley Club of Santa Barbara and on the Breast Cancer Resource Center’s fundraising committee. A frequent contributor to the financial press, she is active in the Santa Barbara Investment Forum and Channel City Club and is a past President of the Junior League of Santa Barbara.