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Inactive

Kristina Marie Mcnamara

Iconiq Capital, LLC

San Francisco, CA

New York, NY

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Current Employers
Iconiq Capital, Llc

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-11
  • CA RA
    APPROVED
    Since 2025-11-11

Branch Locations

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

360 Park Avenue South 20Th Floor, New York, NY 10010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
City National Rochdale New York NY 09/2016 07/2018
City National Rochdale New York NY 08/2018 05/2021
City National Rochdale New York NY 06/2021 08/2021
Corient New York NY 06/2024 Present
Bbr Partners New York NY 08/2021 06/2024
Corient Services Llc Miami FL 06/2024 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-02
  • S66 Uniform Combined State Law Examination
    2019-12-02
Designations
Other Names
  • Kristina Mcnamara

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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