Kristina Vanliew, CIMA®

Managing Director, Wealth Management, Institutional Consulting Director, Investing with Impact Director

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(312) 648-3012(312) 648-3012

Kristina Van Liew is a Managing Director and Co-Lead of Graystone Consulting’s Stephans Van Liew & Oiler Group. With over 28 years of corporate banking, private wealth and institutional investment consulting experience, Kristina draws upon a long legacy of serving the consulting needs of the nonprofit sector and complex private wealth arenas. As the lead partner in charge of investment innovation, Kristina provides leadership for guiding the strategic and technical investment consulting for the Chicago practice.

Over the years, Kristina has received numerous distinctions and professional accolades. She is currently recognized on Barron’s 2017 Top Institutional Consultants as well as the Barron’s 2017 Top 100 Women list, and was honored as one of the first professionals to be included in the 2014 Financial Times Inaugural Top 100 List. Morgan Stanley named Kristina to the 2017 MAKERS List, a women’s leadership platform highlighting stories of ground breaking women. Most recently, Kristina was selected as one of the “Top Wealth Adviser Moms” by Working Mother magazine and SHOOK Research. Kristina is Chair of the Advisory Board to Management for Graystone Consulting and serves on the Graystone Consulting Investment Advisory Council. She is a published speaker on the topic of Impact Investing and the growing area of mission-based and sustainable investment strategies.

Prior to joining the firm, she was a recognized leader at Merrill Lynch, where she served an instrumental role in expanding the consulting business and served as the Chair of the Merrill Lynch Global Institutional Consulting Group Advisory Board to Management. Kristina was also among a select group of advisors to serve as a Merrill Lynch faculty member in its Optimal Practice Model national training program. Before working at Merrill Lynch, Kristina enjoyed a long career at The Northern Trust Company, where she was Director of Institutional Investments.

Kristina has always had a deep commitment to her community. She is a Life Director and past Chair of the Board of Executive Service Corps of Chicago. She is also a member of the Board of Trustees of All Saints Catholic Academy, a member of Forefront and Interfaith Center on Corporate Responsibility. She previously served on the Board of Directors for the Aurora Civic Center Authority (Paramount Theatre). In addition, she is a founding Board member of iMentor Chicago, an innovative and fast growing college success program for inner city youth.

Kristina earned a Bachelor’s degree in Business Administration with a minor in French at the University of Iowa and an M.B.A. with a concentration in Marketing and Finance from The J.L. Kellogg Graduate School of Management at Northwestern University. She also holds the Certified Investment Management Analyst (CIMA®) designation, awarded by the Investments and Wealth Institute.

Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TX, VA, WA, WI; Investment Advisor Representative; General Securities Representative
NMLS#: 559595

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