Director, Client Advisory
As a director of client advisory, Christine works with Crestone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.
Prior to joining Crestone, Christine was a client services manager with St. Louis Trust & Family Office, where she advised high-net-worth client families and foundations in multiple areas of wealth management including investments, impact investing opportunities, cash flow planning, estate planning, charitable giving, and tax compliance. Before her role at St. Louis Trust, Christine worked at PricewaterhouseCoopers as a deals associate, conducting valuation procedures and initiating strategic valuation consulting.
Christine received her Master of Science in finance from Washington University and her Bachelor of Science in economics from Boston College, where she graduated magna cum laude.
Christine serves on the Crestone Impact Committee.
Apart from Crestone, Christine serves as a board member of the Norbert Hardner Foundation.