Kristin M. Castner

Kristin Castner serves as a senior managing partner at Savant. As a Chartered Financial Analyst® (CFA®), she supports initiatives focused on client engagement and firm development.

Kristin began her career at a Rochester-based investment firm. She started in an entry-level role and later became managing director and a member of the executive management team. In 2020, she joined Heritage Financial and oversaw strategy development for business growth and the delivery of wealth management services until the firm joined Savant in 2026.

She earned her bachelor’s degree in business management, with a concentration in finance, from the State University of New York at Geneseo.

Outside of the office, Kristin is passionate about living a healthy lifestyle and helping friends and family do the same. Having traded cold Rochester winters for sunnier weather in Hilton Head Island, South Carolina, she fills her time with activities that further her health and lifestyle goals, including cooking, being active, traveling, and spending time outdoors.