Kristin Gilbertson

Kristin Gilbertson, CIO of Access Industries and former CIO of the University of Pennsylvania Endowment, shares her journey from the World Bank to managing a prestigious university endowment. She highlights how her risk management strategies helped navigate the 2008 financial crisis. The discussion covers asset allocation, manager selection, and insights into family office dynamics versus endowments. Kristin also offers career advice for those entering wealth management, emphasizing the importance of mentorship and a strong alumni network in this evolving field.