Eolas Capital provides solicitation services to asset management firms ("Partner Managers") as part of their investment advisory services. Eolas Capital is compensated for the endorsement of the Partner Manager in accordance with the Form ADV Part 2A disclosures and the fee table as both document are disclosed on this website. Eolas Capital does not represent a recommendation of any particular security, investment strategy, investment product of a Partner Manager and is acting only as a solicitor. Any material conflicts of interest on the part of Eolas Capital in giving the endorsement resulting from the Partner Manager’s relationship with Eolas Capital and/or a description of any compensation arrangement, provided, is included in the disclosure documents. Information with respect to Partner Manager’s investment management services have been provided and approved for distribution by the Partner Manager. Eolas Capital does not warrant or guarantee the information’s completeness or accuracy.
This website describes the provision of working capital and a range of operational support services for which Eolas Capital receives a revenue share as compensation from a Partner Manager including from investment manager partners of its parent company and affiliate, Channel Capital. In this arrangement, such services are not considered to be investment advice and Eolas Capital is not acting as an investment adviser. These services are not intended to be, nor should it be construed or used as an offer to sell, or a solicitation of any offer to buy interests or shares in any investment product or private funds offered by the Partner Managers.
Kristen is President of Eolas Capital and leads our Consultant Relations effort. Kristen is responsible for the marketing strategy of our partner managers and for developing and maintaining a strong network of consultant relationships to strengthen brand and product awareness of our partner managers within the consultant community. Additionally, she is a shareholder of the firm and a member of the Investment Management Committee, responsible for assisting with the selection of partner and emerging managers.
Before joining Eolas Capital, Kristen served as Director, Global Consultant Relations for Mellon Investments Corporation, where she was directly responsible for cultivating relationships with research and field consultants to support the firm’s sales, client services and product development initiatives. In partnership with a large U.S. consultant and public pension, she led the effort to develop a series of custom indices in Risk Parity, leading to a new product series in passive risk parity for the firm. Kristen was also a member for the firm’s ESG Council.
Prior to joining Mellon Investments Corporation, Kristen was Vice President, Global Consultant Relations for Mellon Capital. In addition to her consultant responsibilities, Kristen collaborated on the development and launch of the Carbon Efficiency Strategy, the firm’s first green beta product, and led research and market intelligence on ESG initiatives. Other responsibilities included ESG product specialist and chair of the firm’s ESG Committee.
During her tenure, Kristen has held a number of different positions with increasing responsibility across the marketing and consultant relations functions. Previous roles include consultant relations analyst and senior marketing coordinator for Franklin Portfolio Associates and senior trust accountant for Mellon Financial. She has been in the investment industry since 2001.
Kristen serves on the board of Harmony Capital Advisors, LLC.
She earned a B.A. in marketing from Assumption University.