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2013-12-05T00:00:00.000Z

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Wrong Nancy Kistner?

Ms. Nancy A. Kistner

Managing Director, Wealth Planning Solutions Market Director

U.S. Trust Corporation

Direct Phone: (212) ***-****       

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

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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 (4,531)

Background Information

Employment History

Director and Head of Financial Planning

Citi

Affiliations

Board Member
FINANCIAL PLANNING STANDARDS BOARD LTD

Board Member
The Coalition for Debtor Education

Board Member
NYC LEAD

Board Member
FPSB Indonesia

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

Board Member
Financial Planning Association

Education

B.A.

Economics

University of California , Los Angeles

Web References (84 Total References)


Nancy Kistner, ...

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Nancy Kistner, CFP

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Nancy Kistner, CFP
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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, ...

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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.


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.

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"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

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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


I think that's why they reached ...

www.investmentnews.com [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.

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