Kristen Donovan, CPFA, QKA, AIF®
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. In addition to being an investment advisor working with retirement plan sponsors, committees and plan participants, she has also held roles in retirement plan administration, compliance, recordkeeping and relationship management. In her previous position, she 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 ASPPA and NAPA and holds the Certified Plan Fiduciary Advisor, Qualified 401(k) Administrator and Accredited Investment Fiduciary® designations. Outside of BAM, Kristen won the Outstanding Alumni Board Service award for her years as the chair of the Social Activities Committee for the Richard A. Chaifetz School of Business Alumni Board. She is currently serving on the Schwab Bank and Trust Custody Advisory Board. She enjoys teaching and speaking at industry conferences. Her son’s various sports teams and activities fill the rest of her schedule. She and her family reside in Manchester, MO.