Kristina Marie Mcnamara

Employer firm

Iconiq Capital, LLC CRD 159198

$118B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 07/2018
  City National Rochdale
  New York, NY
• 08/2018 → 05/2021
  City National Rochdale
  New York, NY
• 06/2021 → 08/2021
  City National Rochdale
  New York, NY
• 06/2024 → Present
  Corient
  New York, NY
• 08/2021 → 06/2024
  Bbr Partners
  New York, NY
• 06/2024 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2024-07-03 → 2025-07-14
  Corient
  New York, NY
• 2021-08-12 → 2024-06-21
  Bbr Partners, Llc
  New York, NY
• 2019-12-10 → 2021-09-07
  Rbc Rochdale, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-12-02

Designations

• Chartered Financial Analyst

Other Names

• Kristina Mcnamara