Last Update

2016-08-14T00:00:00.000Z

This profile was last updated on .

Is this you? Claim your profile.

Wrong Nancy Kistner?

Ms. Nancy A. Kistner

Managing Director, Wealth Planning Solutions Market Director

U.S. Trust Corporation

Direct Phone: (212) ***-****       

Email: n***@***.com

Get ZoomInfo Grow

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

U.S. Trust Corporation

114 West 47Th Street

New York, New York 10036

United States

Company Description

Founded in 1853, U.S. Trust is a wealth management company that provides planning, investment management, fiduciary and private banking services. Headquartered in New York City, U.S. Trust has $102 billion in assets under management, as of March 31, 2004, ... more

Find other employees at this company (4,072)

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

Board of Directors of the Certified Financial Planner Board
Standards , Inc.

Education

B.A.

Economics

University of California , Los Angeles

Web References (128 Total References)


Nancy Kistner, ...

www.fpsb.org [cached]

Nancy Kistner, CFP

...
Nancy Kistner, CFP
...
Nancy Kistner, CFP, is managing director and wealth planning solutions market director at U.S. Trust, Bank of America Private Wealth Management. She leads a team of wealth strategists in the New York market and works with high net worth individuals and families in addressing a wide range of financial, trust, estate and tax planning issues. She and her team provide customized strategies for managing clients' balance sheets, advice on cash flow and lifestyle planning, art planning, income, gift, trust and estate tax planning, as well as wealth transfer and intergenerational planning.
She and her team also help structure liquidity events and philanthropic giving plans in addition to offering advice on equity compensation, including concentrated stock positions, maximizing the benefits of stock options, deferred compensation and restricted stock. Ms. Kistner received a bachelor's in economics from the University of California, Los Angeles (UCLA). She served on the Board of Directors of the Certified Financial Planner Board of Standards, Inc. (CFP Board) for six years and was the chair of the Board in 2013. She currently serves as the chair of the CFP Board's Women's Initiative and on the board of The Coalition for Debtor Education which is based at Fordham Law School. Ms. Kistner's term on the FPSB Board of Directors ends 31 March 2019.


Nancy Kistner, ...

www.fpsb.org [cached]

Nancy Kistner, CFP

...
Nancy Kistner, CFP
...
Nancy Kistner, CFP, is managing director and wealth planning solutions market director at U.S. Trust, Bank of America Private Wealth Management. She leads a team of wealth strategists in the New York market and works with high net worth individuals and families in addressing a wide range of financial, trust, estate and tax planning issues. She and her team provide customized strategies for managing clients' balance sheets, advice on cash flow and lifestyle planning, art planning, income, gift, trust and estate tax planning, as well as wealth transfer and intergenerational planning.
Read
She and her team also help structure liquidity events and philanthropic giving plans in addition to offering advice on equity compensation, including concentrated stock positions, maximizing the benefits of stock options, deferred compensation and restricted stock. Ms. Kistner received a bachelor's in economics from the University of California, Los Angeles (UCLA). She served on the Board of Directors of the Certified Financial Planner Board of Standards, Inc. (CFP Board) for six years and was the chair of the Board in 2013. She currently serves as the chair of the CFP Board's Women's Initiative and on the board of The Coalition for Debtor Education which is based at Fordham Law School. Ms. Kistner's term on the FPSB Board of Directors ends 31 March 2019.


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.

Similar Profiles

Other People with this Name

Other people with the name Kistner

Eldon Kistner
The Brownville Village Theatre Company

Dain Kistner
General Church Budget and Audit Committee

Carrie Kistner
Re/max Allegiance

Mike Kistner
Josco

Lauren Kistner
West Broward High School

Browse ZoomInfo's Business Contact Directory by City

Browse ZoomInfo's
Business People Directory

Browse ZoomInfo's
Advanced Company Directory