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.
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