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Kris Krauel

Senior Portfolio Advisor

Newport, CA | (949) 717-5500

Kris Krauel

Expertise

Kris W. Krauel is a Senior Portfolio Advisor for the Orange County Region of Northern Trust with his office located in the Newport Beach office. His work at Northern Trust includes investment management, asset allocation, program design, program implementation and client relationship management. Kris specializes in comprehensive wealth management and investment advisory services. He provides solutions to issues such as multi-generation wealth planning; managing volatility of investments; and mitigating the risks of single stock exposure.

Experience

Kris has over 22 years of experience working with the investment solutions of high net worth individuals, families and non-profit organizations.

Community Involvement

Kris is involved with local Long Beach Schools, organizing and assisting with fund-raising and events.

Joined Northern Trust

2006

Education

Bachelor in finance from California State University in Long Beach

Credentials

Chartered Financial Analyst (CFA). Certified Investment Management Analyst (CIMA).

Newport

Cash Services Available | ATM in lobby*

Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

660 Newport Center Drive

Suite 1100

Newport, California 92660

Call: +1- 949-717-5500
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*Account transaction fees may apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.