Kristen Donovan, QKA, CPFA

Kristen Donovan, QKA, CPFA

Retirement Solutions Manager

As the retirement solutions manager for BAM Advisor Services, Kristen Donovan supports BAM ALLIANCE firms in all aspects of the retirement plan space. She assists as firms develop new business and as they service existing plans.

Her passion is to help people. She wants to help not just the advisors or plan sponsors succeed, but also the participants. Her efforts to provide technical support for advisors is simply a stride towards her ultimate goal: offering people the best possible chance of retiring comfortably.

Kristen brings to the firm a robust career in the retirement industry. As the retirement plan solutions manager for Acropolis Investment Management, her role had an extensive list of responsibilities including business development, project management, participant education and annual reviews with trustees.

A Saint Louis native, she holds a bachelor’s degree in business from Saint Louis University. She is a credentialed member of the ASPPA and holds the Qualified 401(k) Administrator and Certified Plan Fiduciary Advisor designations. Outside of BAM, Kristen is chair of the Social Activities Committee for the John Cook School of Business Alumni Board and a National Human Resource Association member. Her two sons’ various sports teams and activities fill the rest of her schedule. She and her family reside in Manchester, Mo.

Information That Makes An Impact

Our newsletter is packed with carefully curated news and insights tailored to the financial advisor industry, sent right to your inbox!