Kristen N. WinskoSVP and General Counsel
Kristen N. Winsko has over 20 years of experience in the investment management industry, including work as an institutional sales representative and mutual fund wholesaler, a regulatory manager, and as counsel. Most recently, she served as Senior Counsel at Lincoln Financial Group where she provided legal support to the Funds Management group and several other product lines and offerings. Kris has also served as Counsel to one of the industry’s largest fund administrator/distributors, advising with respect to hedge funds, wrap programs, custody, distribution, and transfer agency services. She has provided legal support to one of the industry’s leading wrap program sponsors, including product development, marketing review, board support, and compliance. In addition, she spent a number of years at a boutique law firm, where her practice was focused on supporting advisers, broker-dealers and other financial services providers and vendors in the investment industry. Before her legal career, Kris was an internal wholesaler with SEI Investments where she was responsible for relationships with investment advisers and broker-dealers, selling wrap programs and institutional products.
Kris serves as the General Counsel for the World Tang Soo Do Association and the World Tang Soo Do Foundation, providing a broad range of legal services, on a pro bono basis, in such capacity. She also volunteers her time with a number of non-profit groups. She is a magna cum laude graduate of the Widener University School of Law and has a Bachelor of History degree from Villanova University. Kris holds the FINRA Series 7, 24, 63, and 65 licenses.