Kristin Meehan

Kristin Meehan, IACCP®

Director
Finance & Risk Management
Boston, MA
As a Director on the Compliance team, Kristin is responsible for implementing the day-to-day, alongside the compliance team. Her team partners with leadership and advisory teams to support ethical practices, regulatory readiness, and a culture of compliance. Her specific areas of focus include control testing, marketing review, and compliance training oversight.
Kristin is driven to create a culture where compliance is seen as a strategic advantage, not an obstacle. She is motivated by protecting clients, supporting advisors, and ensuring the firm can grow responsibly and with integrity.

Experience

  • 10+ years in the compliance & risk management
  • Breckinridge Capital Advisors, Associate Director
  • Loring, Wolcott & Coolidge Trust, Internal Compliance Auditor
  • State Street, Senior Compliance Associate

Education & Credentials

  • B.A. in Mathematics and Economics, Boston University
  • M.B.A. in Management, Leadership and Organizational Transformation, Boston University

Beyond SCS

Kristin lives with her family including her two children. She enjoys spending time outdoors, running, traveling, puzzles, and playing cards.

Latest Insights

Beyond Estate Planning: Purpose, Planning, and Partnership

Three Financial Lessons from Belle Burden’s Strangers: A Memoir of Marriage

Annual Financial and Estate Planning Checklist