Wipfli Taps Wealth Management CFO Kristy Britt to Drive Growth
Event summary
- Wipfli appoints Kristy Britt as CFO and partner on July 14, 2026.
- Britt brings over 20 years of financial leadership experience in wealth management and professional services.
- She previously served as CFO for one of the nation's largest wealth management platforms.
- Wipfli operates with 3,000+ associates under an alternative practice structure.
The big picture
Wipfli's appointment of a wealth management veteran as CFO signals a strategic pivot toward financial services growth. The move comes as advisory firms increasingly blend accounting expertise with specialized wealth management capabilities to serve middle-market clients. Britt's background suggests Wipfli may be positioning itself for larger-scale transformations in the professional services sector.
What we're watching
- Growth Strategy
- How Britt's wealth management experience will shape Wipfli's advisory services.
- Operational Efficiency
- Whether her transformation expertise can streamline Wipfli's dual-structure operations.
- Talent Development
- The pace at which Britt builds high-performing finance teams at Wipfli.