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2015-11-20T00:00:00.000Z

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Wrong Nancy Kistner?

Ms. Nancy Kistner A.

Managing Director, Wealth Planning Solutions Market Director

U.S. Trust Corporation

Direct Phone: (212) ***-****       

U.S. Trust Corporation

114 West 47Th Street

New York, New York 10036

United States

Company Description

U.S. Trust is a bank holding company for U.S. Trust Co. of New York, providing investment management and banking services. (Source: 10-K) more

Find other employees at this company (3,956)

Background Information

Employment History

Citicorp

Director and Head of Financial Planning
Citi

Affiliations

Board Member
FINANCIAL PLANNING STANDARDS BOARD LTD

Board Member
FPSB Indonesia

Board Member
The Coalition for Debtor Education

Education

B.A.
Economics
University of California , Los Angeles

Web References (125 Total References)


Initiative Includes Women's Advisory ...

cfp.net [cached]

Initiative Includes Women's Advisory Panel Led by CFP Board Chair Nancy Kistner, CFP®

Certified Financial Planner Board of Standards, Inc. Board of Directors Chair Nancy A. Kistner, CFP® announced today an initiative to increase the number of women entering the growing financial planning profession, including the number of women CFP® professionals.
"As more and more Americans need help to meet their financial goals CFP® professionals - and those who aspire to join our ranks - have an important opportunity to help Americans get back on track and take control of their financial lives," Kistner said. "Growing the ranks of female CFP®professionals not only makes good business sense, but it builds the heart and soul of this profession, which is all about helping Americans achieve financial security. When more women advisors are helping more women clients, they are also helping spouses, children, families and communities."
Kistner, who also serves as the Managing Director and Wealth Planning Solutions Market Director at U.S. Trust, Bank of America Private Wealth Management, made the announcement during a keynote address at the Women Advisors Forum in New York City.
Currently, only about 23 percent of the 68,000 CFP® professionals are female - a statistic that hasn't budged for a decade. With fields like education, medicine and law, among others, seeing more gender parity, Kistner said in her remarks, "it is well past time that we welcome more women in financial services, particularly financial planning."
To inform the initiative's efforts, CFP Board has appointed a Women's Initiative Advisory Panel made up of leading experts in the financial planning field. The Advisory Panel will help to identify the challenges women face when becoming certified and beginning a career in financial planning, as well as recommend solutions to increase the ranks of female CFP® professionals. Kistner will serve as Chair of the panel, in addition to leading the overall effort.
...
Ten Reasons Women Should Become CFP® Professionals - From Remarks by CFP Board Chair Nancy A. Kistner, CFP® at the Women Advisors Forum (5/15/13)


Nancy Kistner CFP will join ...

financialplanneronline.co.uk [cached]

Nancy Kistner CFP will join the FPSB board of directors for a four-year term beginning on 01 April 2015. She is currently managing director and wealth planning solutions market director at US Trust, Bank of America Private Wealth Management, where she and her team of wealth strategists work with clients on financial, trust and estate and tax planning issues. The FPSB manages, develops and operates certification, education and related programmes for Financial Planning organisations worldwide including the Institute of Financial Planning in the UK. At the end of 2014, there were 157,586 CFP professionals worldwide. Ms Kistner has served on many finance and education-based boards and is currently chairwoman of the CFP Board's WIN Council, which supports and advises the CFP Board in its efforts to increase the number of women entering the Financial Planning profession, including the number of women CFP professionals. Steve Helmich, FPSB Board chairperson: "I am pleased that Nancy will be joining the FPSB board of directors.

...
"Nancy understands the importance of establishing global standards for our young profession, is passionate about educating consumers about the benefits of Financial Planning and has proven herself to be a thoughtful leader in the US profession who will assist FPSB in achieving its vision of establishing Financial Planning as a global profession for the benefit of the public." Ms Kistner said: "I am grateful to have the opportunity to serve the Financial Planning profession globally. The profession has given me so much, and I am honoured to be able to continue to give back by serving on the FPSB board of directors. On a daily basis, I see first-hand how a CFP professional can make a difference in consumers' lives and I'm excited to be able to continue to advocate for the CFP certification and the Financial Planning profession at the global level." She has previously served as director and head of Financial Planning at Citi Private Bank and as Head of Financial Planning Training at MetLife Financial Services.


Nancy Kistner CFP will join ...

financialplanneronline.co.uk [cached]

Nancy Kistner CFP will join the FPSB board of directors for a four-year term beginning on 01 April 2015. She is currently managing director and wealth planning solutions market director at US Trust, Bank of America Private Wealth Management, where she and her team of wealth strategists work with clients on financial, trust and estate and tax planning issues. The FPSB manages, develops and operates certification, education and related programmes for Financial Planning organisations worldwide including the Institute of Financial Planning in the UK. At the end of 2014, there were 157,586 CFP professionals worldwide. Ms Kistner has served on many finance and education-based boards and is currently chairwoman of the CFP Board's WIN Council, which supports and advises the CFP Board in its efforts to increase the number of women entering the Financial Planning profession, including the number of women CFP professionals. Steve Helmich, FPSB Board chairperson: "I am pleased that Nancy will be joining the FPSB board of directors.

...
"Nancy understands the importance of establishing global standards for our young profession, is passionate about educating consumers about the benefits of Financial Planning and has proven herself to be a thoughtful leader in the US profession who will assist FPSB in achieving its vision of establishing Financial Planning as a global profession for the benefit of the public." Ms Kistner said: "I am grateful to have the opportunity to serve the Financial Planning profession globally. The profession has given me so much, and I am honoured to be able to continue to give back by serving on the FPSB board of directors. On a daily basis, I see first-hand how a CFP professional can make a difference in consumers' lives and I'm excited to be able to continue to advocate for the CFP certification and the Financial Planning profession at the global level." She has previously served as director and head of Financial Planning at Citi Private Bank and as Head of Financial Planning Training at MetLife Financial Services.


Nancy Kistner CFP will join ...

www.financialplanneronline.co.uk [cached]

Nancy Kistner CFP will join the FPSB board of directors for a four-year term beginning on 01 April 2015. She is currently managing director and wealth planning solutions market director at US Trust, Bank of America Private Wealth Management, where she and her team of wealth strategists work with clients on financial, trust and estate and tax planning issues. The FPSB manages, develops and operates certification, education and related programmes for Financial Planning organisations worldwide including the Institute of Financial Planning in the UK. At the end of 2014, there were 157,586 CFP professionals worldwide. Ms Kistner has served on many finance and education-based boards and is currently chairwoman of the CFP Board's WIN Council, which supports and advises the CFP Board in its efforts to increase the number of women entering the Financial Planning profession, including the number of women CFP professionals. Steve Helmich, FPSB Board chairperson: "I am pleased that Nancy will be joining the FPSB board of directors.

...
"Nancy understands the importance of establishing global standards for our young profession, is passionate about educating consumers about the benefits of Financial Planning and has proven herself to be a thoughtful leader in the US profession who will assist FPSB in achieving its vision of establishing Financial Planning as a global profession for the benefit of the public." Ms Kistner said: "I am grateful to have the opportunity to serve the Financial Planning profession globally. The profession has given me so much, and I am honoured to be able to continue to give back by serving on the FPSB board of directors. On a daily basis, I see first-hand how a CFP professional can make a difference in consumers' lives and I'm excited to be able to continue to advocate for the CFP certification and the Financial Planning profession at the global level." She has previously served as director and head of Financial Planning at Citi Private Bank and as Head of Financial Planning Training at MetLife Financial Services.


FPSB Indonesia

www.fpsbindonesia.net [cached]

FINANCIAL PLANNING STANDARDS BOARD NAMES NANCY KISTNER TO 2015 BOARD OF DIRECTORS Posted: Monday 6th, April 2015

DENVER, CO - 17 March 2015 - Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the U.S., named Nancy Kistner, CFP, to its Board of Directors for a four-year term beginning on 01 April 2015. Kistner is currently Managing Director and Wealth Planning Solutions Market Director at U.S. Trust, Bank of America Private Wealth Management, where she and her team of wealth strategists work with clients in addressing a wide range of financial, trust and estate and tax planning issues.
As an experienced financial planning leader, Kistner has dedicated her professional life to the advancement of the financial planning profession. She has shared her expertise and knowledge to benefit the community by serving on many finance and education-based boards. She served as chairwoman of the CFP Board's Board of Directors and is currently chairwoman of the CFP Board's WIN Council, which supports and advises the CFP Board in its efforts to increase the number of women entering the financial planning profession, including the number of women CFP professionals.
"I am pleased that Nancy will be joining the FPSB Board of Directors.
...
"Nancy understands the importance of establishing global standards for our young profession, is passionate about educating consumers about the benefits of financial planning, and has proven herself to be a thoughtful leader in the U.S. profession who will assist FPSB in achieving its vision of establishing financial planning as a global profession for the benefit of the public."
"I am grateful to have the opportunity to serve the financial planning profession globally," said Kistner. "The profession of financial planning has given me so much, and I am honored to be able to continue to give back by serving on the FPSB Board of Directors. On a daily basis, I see first-hand how a CFP professional can make a difference in consumers' lives, and I'm excited to be able to continue to advocate for the CFP certification and the financial planning profession at the global level."
Kistner has served as Director and Head of Financial Planning at Citi Private Bank, where she managed a team of financial planning professionals and delivered complex financial, trust and estate planning advice to consumers. She served as Head of Financial Planning Training at MetLife Financial Services prior to her role at Citi. In addition to other career experiences in investment portfolio management, insurance and banking, Nancy received a B.A. in Economics from the University of California, Los Angeles (UCLA).
Kistner joins eight other volunteers on the FPSB Board of Directors from Australia, Brazil, Canada, China, India, the United Arab Emirates and the United States. More information about the FPSB Board of Directors can be found at www.fpsb.org/about/ boardofdirectors.html

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