Kristi Kuechler, the former president of the Institute for Private Investors and a high-profile figure in the ultra-high-net-worth world, has been named a partner and managing director at Lattice Strategies, a San Francisco-based investment manager, Registered Rep. has learned.
Kuechler will oversee the private investor, family office and advisor businesses for Lattice. She will be responsible for leading strategy, marketing, and product development for the private capital group, and will also oversee educational investment programs for both investors and advisors, which the boutique private capital firm will offer in San Francisco and New York next year. Kuechler specialized in educational programs at IPI, and created its well received Wealth Management program at Stanford University.
Kuechler resigned from IPI, one of the country’s leading peer-to-peer membership networking and educational organizations in January. She had been with the for-profit association for six years, and left when IPI founder Charlotte Beyer announced she was selling the company to London-based Campden Media, which hosts international investing conferences and produces research and publications for the family office and family business markets.
“The philosophy and execution of Lattice line up beautifully with my sense of what investors need and deserve, especially in these difficult times: a smart, tax-efficient investment strategy delivered in a client-focused, unconflicted way,” Kuechler said.
Ted Lucas, Lattice’s founder and managing partner, praised Kuechler’s “extraordinary experience and great conviction” and said her “deep understanding of the challenges facing investors will help Lattice to better serve its advisor and investor clients.”