Christy is responsible for developing customized investment portfolios for her clients based on their unique parameters for risk, return, liquidity, and other factors. After taking the time to listen to each of her client’s objectives and to understand any tax, legal, and personal considerations, she then structures a diversified portfolio in keeping with the client’s asset allocation plan. Christy continually monitors and periodically rebalances her clients’ portfolios to reflect their evolving needs and to pursue new investment opportunities.
Prior to joining the Investment Management team, Christy served as a trust accountant in the Tax Department at Wilmington Trust. Her experience in taxation allows her to construct portfolio rebalancing strategies utilizing a tax-advantaged approach.
Christy holds a bachelor’s degree in finance from the University of Delaware, where she graduated magna cum laude. She is a CFA® charterholder, a member of the CFA Institute, and a member of the CFA Society Philadelphia, where she serves on the Women’s Advisory Council. Christy volunteers her time with Meals on Wheels.
The long-term impacts of the COVID-19 pandemic are numerous and far-reaching. It will likely take time to fully comprehend how much everyday life has changed since March 2020. From doorstep grocery delivery to virtual meetings, there are positive and negative aspects to which individuals are still adjusting. After living in close quarters through quarantine, it may come as no surprise that many marital partners are considering divorce.
In this podcast with Family Lawyer Magazine, Senior Investment Advisor Christy Watkins discusses the types of financial information family lawyers need in order to negotiate a strong deal for their clients.Listen now >Please visit our visit our Matrimonial and Divorce Advisory Solutions resource page for more timely divorce planning content.Please see important disclosures at the end of the video.
The power of the purse is increasing at an unprecedented pace. A third of the world’s financial assets is now under the control of women. From 2016 to 2019, they accumulated wealth at a compound annual growth rate of 6.1%. Over the next four years, that rate will accelerate to 7.2%—adding $5 trillion more annually to the global wealth pool, according to a comprehensive global study.
Having a holistic view of your client’s entire financial picture can help lead to a successful settlement. As a divorce attorney, you have a unique opportunity during the divorce process to help set up your client for future financial independence and success. Having the right data and a holistic view of your divorcing client’s financial picture are important in achieving an advantageous settlement.
