Kristen Perlman

Vice President, Marketing and Insights

Kristen is Vice President, Marketing & Insights at the National Association of Investment Companies (NAIC). She oversees the marketing and brand strategy across the organization, including managing the development of content for the website, emails, and social media. Additionally, she oversees NAIC’s CRM tool and identifies and shares industry insights and trends to increase awareness of NAIC and its member firms.

Kristen is a veteran marketing executive who has developed successful integrated marketing campaigns for some of the largest wealth and asset management companies. Before joining NAIC, she led marketing strategy for J.P. Morgan Asset Management’s Endowments & Foundations Group, where she developed engagement strategies that deepened relationships with institutional investors. Additionally, she created and implemented brand and marketing strategies for J.P. Morgan Asset Management’s private equity, hedge fund, and real estate/infrastructure groups.

Prior to that, Kristen served as Head of Marketing at J.P. Morgan Securities where she rebranded the Bear Stearns brokerage business after it was acquired by J.P. Morgan, and created a comprehensive marketing strategy for the expanded wealth management platform. Earlier in her career, she developed and implemented marketing and communications programs that increased engagement with high net worth clients at Smith Barney, retirement plan and corporate stock plan participants at UBS, and life insurance clients at Prudential.

Kristen received a Bachelor of Arts degree in International Careers from Lehigh University in Bethlehem, Pennsylvania. She is a passionate advocate for raising awareness of diverse and women-owned firms and helping them succeed.