Kirsten Tollefson Serra

Board Member

Kirsten is Chief Executive Officer and founder of Tollefson & Company Investment Management, LLC. Her over thirty years of experience includes serving as Senior Vice President at Resolute Capital Management, where she was a member of the Investment Committee. At Resolute Capital Management, she developed corporate retirement plans and socially conscious portfolio strategies. Following her ten-year tenure at Nye, Parnell & Emerson Capital Management, Inc. as Senior Vice President and Senior Portfolio Manager, Kirsten was President of New Century Capital Management, LLC. There she managed individual, corporate and retirement portfolios and was involved in research, marketing, corporate management, and administration. Kirsten joined Shearson Lehman Brothers in 1987 and began her career at Merrill Lynch, Pierce, Fenner & Smith in Washington D.C. in 1986. Kirsten has been involved in various charitable organizations as a board member and in a volunteer capacity.

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