Our expertise is a testament to our dedication to serving you
 |
 |
 |
Katrina M. Consiglio
- CRPC
- Managing Director - Investments
- PIM Portfolio Manager
Katrina began her career in financial services in 1998 with Wells Fargo Advisors and its predecessor firms. She was named as a member of the Platinum Council (previously known as Premier Advisor1) from 2018 – 2023. Katrina was recognized by Forbes2 as a Top Women Wealth Advisor from 2020 – 2021, and a Top Women Wealth Advisor – Best-in-State from 2022 – 2024. In addition, she was recognized by Working Mothers/SHOOK Research3 as a Top Wealth Advisor Mom in 2020 and 2021.
Katrina employs a consultative, holistic approach to wealth management specializing in retirement planning. She truly values building long-term relationships with her clients and being a passionate advocate for their best interest. Enabled by her comprehensive understanding of the investment planning process, Katrina helps her clients develop and implement strategies for building and preserving their wealth. Her mission is to help clients achieve financial security over time, without taking any undue risk.
Katrina attended the State University of New York at Albany, where she earned a Bachelor of Arts degree in Psychology and a Master of Business Administration degree with a concentration in finance. In addition to holding her Series 7, 63, and 65 securities registrations, Katrina is also licensed in insurance in New York and other states. Because she believes that retirement is one of the most significant financial goals to attain, Katrina holds a Chartered Retirement Planning Counselor℠ (CRPC®) certification. She earned this designation by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.
As a proud member of her local community, Katrina supports many organizations and annual events to champion causes that are near and dear to her heart. Each year she participates in Albany’s Making Strides Against Breast Cancer walk and Women United’s Perfect Pitch, where she served as a shark for two years. Katrina is a member of the Circle of Red Society and the Executive Leadership Team and Passion Committee for the American Heart Association, supporting the Go Red for Women movement in the Capital Region. Additionally, she serves as Treasurer for the board of Strong Through Every Mile (STEM). STEM is a program that, through the sport of running, empowers survivors of domestic violence. She serves as a board member and Finance Committee Chair of the Teresian House Foundation, the charitable arm of the Teresian House Center for the Elderly. She is also an active member of Women United – a group of energetic, passionate, and philanthropic women, empowered by the United Way of the Greater Capital Region to make a true impact in the community. Lastly, Katrina volunteers in various capacities within her parish community at the Church of St. Vincent de Paul in Albany, including serving as a member of the Stewardship Council and previously as parish co-trustee.
In the past, she served as Treasurer for the Booster Club at the Academy of the Holy Names School and was a member of the planning committee for the Brothers Classic Charity Golf Tournament, supporting the American Foundation for Suicide Prevention. In addition, she was also a former member of the All Saints Catholic Academy School Board, where she served as the Finance Chair for three years. Finally, she was a member of Metroland Executives for eight years, and past President of the Board. Metroland Executives was a business resource group that was active in the capital region for 50 years.
Away from the office, Katrina enjoys spending quality time with her family and friends and cheering on the Buffalo Bills as their most devoted fan! Knowing that the balance between her career and personal life is dependent on her health and well-being, Katrina has made a lifelong commitment to being physically active. She currently enjoys high intensity interval training and walking. She was a long-distance runner for 20 years, participating in countless road races of varying distances including finishing five marathons. Katrina is deeply rooted in the Capital Region where she has resided for over 25 years – currently living in Albany with her husband, Jack, and their children, Claudia and Dominic.
CA Insurance License #0H56520 | Resident State: NY
1 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
2 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Workingmother.com). 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.
Katrina employs a consultative, holistic approach to wealth management specializing in retirement planning. She truly values building long-term relationships with her clients and being a passionate advocate for their best interest. Enabled by her comprehensive understanding of the investment planning process, Katrina helps her clients develop and implement strategies for building and preserving their wealth. Her mission is to help clients achieve financial security over time, without taking any undue risk.
Katrina attended the State University of New York at Albany, where she earned a Bachelor of Arts degree in Psychology and a Master of Business Administration degree with a concentration in finance. In addition to holding her Series 7, 63, and 65 securities registrations, Katrina is also licensed in insurance in New York and other states. Because she believes that retirement is one of the most significant financial goals to attain, Katrina holds a Chartered Retirement Planning Counselor℠ (CRPC®) certification. She earned this designation by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.
As a proud member of her local community, Katrina supports many organizations and annual events to champion causes that are near and dear to her heart. Each year she participates in Albany’s Making Strides Against Breast Cancer walk and Women United’s Perfect Pitch, where she served as a shark for two years. Katrina is a member of the Circle of Red Society and the Executive Leadership Team and Passion Committee for the American Heart Association, supporting the Go Red for Women movement in the Capital Region. Additionally, she serves as Treasurer for the board of Strong Through Every Mile (STEM). STEM is a program that, through the sport of running, empowers survivors of domestic violence. She serves as a board member and Finance Committee Chair of the Teresian House Foundation, the charitable arm of the Teresian House Center for the Elderly. She is also an active member of Women United – a group of energetic, passionate, and philanthropic women, empowered by the United Way of the Greater Capital Region to make a true impact in the community. Lastly, Katrina volunteers in various capacities within her parish community at the Church of St. Vincent de Paul in Albany, including serving as a member of the Stewardship Council and previously as parish co-trustee.
In the past, she served as Treasurer for the Booster Club at the Academy of the Holy Names School and was a member of the planning committee for the Brothers Classic Charity Golf Tournament, supporting the American Foundation for Suicide Prevention. In addition, she was also a former member of the All Saints Catholic Academy School Board, where she served as the Finance Chair for three years. Finally, she was a member of Metroland Executives for eight years, and past President of the Board. Metroland Executives was a business resource group that was active in the capital region for 50 years.
Away from the office, Katrina enjoys spending quality time with her family and friends and cheering on the Buffalo Bills as their most devoted fan! Knowing that the balance between her career and personal life is dependent on her health and well-being, Katrina has made a lifelong commitment to being physically active. She currently enjoys high intensity interval training and walking. She was a long-distance runner for 20 years, participating in countless road races of varying distances including finishing five marathons. Katrina is deeply rooted in the Capital Region where she has resided for over 25 years – currently living in Albany with her husband, Jack, and their children, Claudia and Dominic.
CA Insurance License #0H56520 | Resident State: NY
1 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
2 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Workingmother.com). 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.
Contact
Kristen J. Mahan
- CFP
- CRPC
- ADPA
- First Vice President - Investments
Kristen began her career in financial services in 2007 with Wachovia Securities, one of Wells Fargo Advisors’ legacy firms. A lifelong learner and proponent of continued education, Kristen holds numerous industry designations that showcase her dedication to staying on top of new and relevant investment planning strategies, adding to the value she brings to clients.
Kristen strives to provide exceptional personal service in helping clients work toward their short- and long-term financial and life goals. Once she has an in-depth understanding of her clients’ financial needs, Kristen then constructs an investment plan, develops investment strategies, and reviews investment manager performance and asset allocation.
Kristen graduated Summa Cum Laude from the State University of New York at Albany with a Bachelor of Science in Business Administration and a dual concentration in finance and management. In addition to all required securities registrations, Kristen is licensed in insurance in New York and other states. She holds her Series 7 and Registered Investment Advisory Representative (Series 66) registrations, and she has earned the Chartered Retirement Planning Counselor℠ (CRPC®) and CERTIFIED FINANCIAL PLANNER™ designations. For the latter, she had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.
A voracious problem solver, Kristen values her clients’ unique investment planning needs and carefully considers their respective circumstances before formulating a customized investment plan. She is analytical by nature and truly enjoys analyzing her clients’ financial situation and providing creative solutions to their challenges.
As an Accredited Domestic Partnership Advisor℠ (ADPA®), she is dedicated to providing tailored investment planning solutions designed to help individuals and families feel confident and powerful – not powerless – when it comes to achieving their financial goals. ADPA® designees are trained and certified on key issues affecting same-sex couples and domestic partners, and therefore Kristen can assist with retirement planning, wealth transfers, tax-efficient strategies, and end-of-life needs for domestic partners.
Kristen lives in Latham, NY, with her husband, Joey, and their beloved beagle, Breeze. They are looking forward to welcoming their first child in early 2022. As a proud member of her community, she participates with various charitable organizations including the American Heart Association, the American Cancer Society, the Northeastern Food Bank, and United Way. She also provides one-on-one financial advice to underserved people in need of help taking control of their financial lives through counseling. Outside the office, Kristen enjoys visiting out-of-town family and friends in Syracuse, especially her nieces, Harper and Cecelia, and her nephew, Sam. She also loves reading, baking, gardening, and watching Syracuse University basketball, in addition to attending live music and comedy shows. Two of her greatest passions, however, are cooking and hosting dinner parties whenever she can.
California Insurance License: #0H78446 | Resident State: NY
Wells Fargo Advisors does not provide tax or legal advice.
Kristen strives to provide exceptional personal service in helping clients work toward their short- and long-term financial and life goals. Once she has an in-depth understanding of her clients’ financial needs, Kristen then constructs an investment plan, develops investment strategies, and reviews investment manager performance and asset allocation.
Kristen graduated Summa Cum Laude from the State University of New York at Albany with a Bachelor of Science in Business Administration and a dual concentration in finance and management. In addition to all required securities registrations, Kristen is licensed in insurance in New York and other states. She holds her Series 7 and Registered Investment Advisory Representative (Series 66) registrations, and she has earned the Chartered Retirement Planning Counselor℠ (CRPC®) and CERTIFIED FINANCIAL PLANNER™ designations. For the latter, she had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.
A voracious problem solver, Kristen values her clients’ unique investment planning needs and carefully considers their respective circumstances before formulating a customized investment plan. She is analytical by nature and truly enjoys analyzing her clients’ financial situation and providing creative solutions to their challenges.
As an Accredited Domestic Partnership Advisor℠ (ADPA®), she is dedicated to providing tailored investment planning solutions designed to help individuals and families feel confident and powerful – not powerless – when it comes to achieving their financial goals. ADPA® designees are trained and certified on key issues affecting same-sex couples and domestic partners, and therefore Kristen can assist with retirement planning, wealth transfers, tax-efficient strategies, and end-of-life needs for domestic partners.
Kristen lives in Latham, NY, with her husband, Joey, and their beloved beagle, Breeze. They are looking forward to welcoming their first child in early 2022. As a proud member of her community, she participates with various charitable organizations including the American Heart Association, the American Cancer Society, the Northeastern Food Bank, and United Way. She also provides one-on-one financial advice to underserved people in need of help taking control of their financial lives through counseling. Outside the office, Kristen enjoys visiting out-of-town family and friends in Syracuse, especially her nieces, Harper and Cecelia, and her nephew, Sam. She also loves reading, baking, gardening, and watching Syracuse University basketball, in addition to attending live music and comedy shows. Two of her greatest passions, however, are cooking and hosting dinner parties whenever she can.
California Insurance License: #0H78446 | Resident State: NY
Wells Fargo Advisors does not provide tax or legal advice.
Contact
Julia E. Wittmann
- CRPC
- AAMS
- Client Performance Analyst
- Assistant Vice President
Julia began her career in the financial services industry in 2011 after graduating from Siena College with a Bachelor’s of Science in Accounting and a minor in Information Systems. Julia holds her FINRA Series 7 and 66 registrations as well as her Life, Accident and Health Insurance License. In 2020, Julia earned a Masters of Business Administration degree from the State University of New York at Albany. Julia also holds the Chartered Retirement Planning Counselor SM certification and Accredited Asset Management Specialist™ designation through the College for Financial Planning.
In her role as a Client Performance Analyst for the Consiglio Wealth Management Group of Wells Fargo Advisors, she oversees the practice—taking a proactive approach by going above and beyond to provide value and service to the team’s clients. Her goal is to ensure consistency in the operations of the practice on a daily basis and provide an exceptional client experience. Julia can fulfill client requests, assist with financial transactions, and perform account maintenance and trades. Julia also provides assistance to the Financial Advisors for preparation of client review meetings, new client on-boarding, estate settlements and coordination of client events.
In recent years, Julia has volunteered with various charities within the community. She has attended and participated annually in the Go Red for Women Luncheon with the American Heart Association, the Making Strides Against Breast Cancer Walk with the American Cancer Society and has volunteered for various initiatives for the South End Children’s Café in Albany, NY. She, along with the team, have also participated in the Albany County Adopt-a-Family Holiday program, adopting families for the holiday season.
Outside of work, Julia enjoys spending time with family and friends. She is also an avid bookworm and in her free time, you can catch her reading a latest best seller. Julia resides in Colonie, NY with her husband Joe, their son Calvin, and their beloved dogs, Riggs and Hobbs.
Resident State: NY
California Insurance License Number: 0L82440
In her role as a Client Performance Analyst for the Consiglio Wealth Management Group of Wells Fargo Advisors, she oversees the practice—taking a proactive approach by going above and beyond to provide value and service to the team’s clients. Her goal is to ensure consistency in the operations of the practice on a daily basis and provide an exceptional client experience. Julia can fulfill client requests, assist with financial transactions, and perform account maintenance and trades. Julia also provides assistance to the Financial Advisors for preparation of client review meetings, new client on-boarding, estate settlements and coordination of client events.
In recent years, Julia has volunteered with various charities within the community. She has attended and participated annually in the Go Red for Women Luncheon with the American Heart Association, the Making Strides Against Breast Cancer Walk with the American Cancer Society and has volunteered for various initiatives for the South End Children’s Café in Albany, NY. She, along with the team, have also participated in the Albany County Adopt-a-Family Holiday program, adopting families for the holiday season.
Outside of work, Julia enjoys spending time with family and friends. She is also an avid bookworm and in her free time, you can catch her reading a latest best seller. Julia resides in Colonie, NY with her husband Joe, their son Calvin, and their beloved dogs, Riggs and Hobbs.
Resident State: NY
California Insurance License Number: 0L82440