Kristin O'Keeffe Merrick | O'Keeffe Financial Partners | Financial Advisors & Wealth Management
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Kristin has over 17 years of investment experience, having spent the first part of her career as a sales trader in the foreign exchange and emerging markets at various international banks, and serving most recently as Vice President at Morgan Stanley.

She has advised and executed on behalf of the world’s largest global financial institutions- primarily hedge funds, pension funds and mutual funds- in the trillion-dollar-a-day currency market, and during the most tumultuous markets in recent history. This invaluable experience has provided Kristin with a great deal of perspective when it comes to markets and investments.

Kristin has chosen to use her background and experience towards the empowerment of individuals, families, small businesses and not-for-profit organizations in the challenging world of finance. She is a hands-on “money expert,” who is especially excited to work with female entrepreneurs and executives to provide them with creative financial strategies and solutions.
She is a firm believer in financial literacy for all.

Kristin aims to help people feel confident, educated and empowered when it comes to managing their personal wealth and enjoys reading, writing and speaking about financial markets.

She is a 2001 graduate of the University of North Carolina at Chapel Hill, where she holds a Bachelor of Science in Business Administration with a concentration in International Business. She also holds a Master’s degree in Urban Planning with a specialization in International Development from New York University.
She currently resides in Ridgewood, New Jersey with her husband Kevin and their energetic boys, William and Charles.