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This profile was last updated on 2/19/14  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Nancy A. Kistner

Wrong Nancy A. Kistner?

Managing Director, Wealth Plannin...

Local Address: New York City, New York, United States
U.S. Trust Bank of America Private Wealth Management
 
Background

Employment History

  • Board Chairman and A Managing Director
    U.S. Trust Bank of America Private Wealth Management
  • Board Chair
    CFP Board incorporated
  • Managing Director and Wealth Planning Solutions Market Director
    U.S. Trust Corporation
  • Director and Head of Financial Planning
    Citigroup Private Bank
  • Head of the Financial Planning Group
    Citigroup Private Bank
  • Vice President and Senior Financial Planner
    Citigroup Private Bank
  • Head of Financial Planning Training
    Metropolitan Life Insurance Company

Board Memberships and Affiliations

Education

  • B.A. , Economics
    University of California , Los Angeles
  • Bachelor of Arts , Economics
    University of California , Los Angeles
73 Total References
Web References
"Its name alone - consumer financial ...
www.investmentnews.com, 16 Jan 2013 [cached]
"Its name alone - consumer financial protection - speaks very closely to the CFP Board's mission," said Nancy Kistner, CFP Board chairman and a managing director at U.S. Trust Bank of America Private Wealth Management.
Board of Directors - CFP Board
www.cfp.net, 2 Jan 2014 [cached]
Nancy A. Kistner, CFP® U.S. Trust, Bank of America Private Wealth Management
Initiative Includes Women's Advisory ...
www.prnewswire.com, 15 May 2013 [cached]
Initiative Includes Women's Advisory Panel led by CFP Board Chair Nancy Kistner, CFP®
...
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."
...
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 A. KISTNER, CFP® ELECTED 2012 CHAIR-ELECT
www.cfp.net, 15 July 2011 [cached]
7/15/2011 - NANCY A. KISTNER, CFP® ELECTED 2012 CHAIR-ELECT
...
Washington, DC, July 15, 2011 - Veteran financial planner and community volunteer, Nancy A. Kistner, CFP® has been elected to CFP Board's Board of Directors as 2012 Chair-elect. Her peers chose her for this prestigious role at its July Board of Directors meeting.
"CFP Board continues to raise the bar for the financial planning profession, and I am honored to have the chance to serve an organization, which has given so much to my profession," Kistner said.
Managing Director and Wealth Planning Solutions Market Director at U.S. Trust, Bank of America Private Wealth Management in New York, Kistner has dedicated her professional life to the advancement of the financial planning profession. She is a leader, working to provide her clients with customized strategies for financial, trust and estate and tax planning issues.
She currently serves on the Board of Directors for The Coalition for Debtor Education in New York City- through Fordham Law School- whose mission is to assist consumers, with a particular emphasis on vulnerable populations, in understanding and improving their ability to manage their financial affairs.
"Nancy is enthusiastic about financial planning and conveys her passion in her professional role and through her community involvement.
...
"I am excited that Nancy gets to help lead CFP Board in growing the CFP® designation and raising awareness of the profession."
The Board of Directors elected Kistner at its July 13-15 meeting. She will begin her duties as Chair-elect on January 1, 2012, when Alan Goldfarb, CFP® begins his term as 2012 Chair. Kistner will serve as Chair of the Board of Directors beginning in January 2013.
...
Nancy will harness her extensive leadership experience to increase the standards of the profession and ensure that the public is aware of our role."
In her prior roles, Nancy gained experience in investment portfolio management, insurance and banking. She previously served as Director and Head of Financial Planning in the Citi Private Bank, where she managed a team of financial planning professionals and delivered complex financial, trust and estate planning advice to high net worth individuals. Nancy also served as Head of Financial Planning Training at MetLife Financial Services prior to serving in her role at Citi.
She enjoys using her considerable financial expertise to benefit others, as evidenced by her role at The Coalition for Debtor Education and her volunteer work with the AARP Foundation's Bill Payer Program, where she serves as a bill payer for seniors - helping them maintain financial independence and pay bills on time.
Nancy received her Bachelor of Arts in Economics from the University of California, Los Angeles (UCLA).
I think that's why they reached ...
www.investmentnews.com, 24 April 2014 [cached]
I think that's why they reached out to me to help them chart their course," said Nancy Kistner, managing director and wealth planning solutions market director at U.S. Trust. She is also chairwoman of the CFP Board's board of directors. Ms. Kistner, throughout her career, has mentored women in different phases of their careers as they moved into the financial planning space.
Other People with the name "Kistner":
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