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Kristen Sheffield, CFA, CIPM

Portfolio Specialist
set at runtime

Recent insights

Strategy focus

  • Small Cap Strategy
  • Small-Mid Cap Strategy
  • Mid Cap Strategy

Experience

  • 2014 - Present Diamond Hill
  • 2007 - 2014 Director of Investment Operations, WealthStone, Inc.

Education

  • Certificate in Investment Performance Measurement (CIPM), 2013
  • Chartered Financial Analyst (CFA), 2011
  • BA in Mathematics-Economics, Denison University (summa cum laude)
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