Kristen Gatto-Lakin is GenSpring’s director of client operations. Her responsibilities include Client Reporting, Fund Administration and Portfolio Accounting/Reconciliation for all GenSpring families. Kristen joined GenSpring in 1998 and has been an instrumental part of growing the business to its current state from a small multi-family office serving 25 families. Prior to joining GenSpring she was a supervisor within the Special Investments Group at Mellon Bank in Pittsburgh, PA. A native of Pittsburgh, Kristen holds a Bachelor of Science in Finance from St. Vincent College and an MBA from Duquesne University in Pittsburgh.
Kristen’s team manages trade capture, reconciliation, valuation, and client statement production for all GenSpring families, ensuring timeliness and accuracy in the reporting of each family’s investment results. Under her direction, the Fund Administration department manages the NAV calculation and partnership allocation process for approximately 20 limited partnerships. In addition, Kristen manages the GenSpring Middle office, which is responsible for various activities such as wires processing and custodial interfaces. As a critical part of the Resource Center, under the direction of Kristen, the Operations department provides support to the client service team in the local family offices.