About
Christine
With more than 12 years of experience in investment management and wealth advisory services, Christine partners with advisors to provide investment expertise, develop portfolio recommendations, support client relationships, and deliver personalized investment solutions designed to help clients achieve their long-term financial goals.
Christine began her career as an investment analyst with an independent registered investment advisory firm, where she focused on portfolio management, investment research, trading, and client reporting. While working on earning her Chartered Financial Analyst® (CFA®) designation, she spent more than six years at Envestnet conducting investment research and due diligence on multi-asset portfolio strategies, manager research, and portfolio construction before serving as a Senior Investment Strategist at UMB Bank, where she acted as the lead investment resource for high-net-worth individuals and families, developed customized portfolio strategies, managed discretionary advisory accounts, and provided ongoing investment guidance as part of comprehensive wealth management plans.
Outside of the office, Christine enjoys spending time with her significant other, Henry, and their two cats. They are major sport enthusiasts following all Colorado sports teams as well as the Yankees.
Education and Professional Milestones
-Colorado State University - Bachelor of Business Administration in finance with specializations in corporate finance, investment analysis, and real estate. Graduated magna cum laude.
With more than 12 years of experience in investment management and wealth advisory services, Christine partners with advisors to provide investment expertise, develop portfolio recommendations, support client relationships, and deliver personalized investment solutions designed to help clients achieve their long-term financial goals.
Christine began her career as an investment analyst with an independent registered investment advisory firm, where she focused on portfolio management, investment research, trading, and client reporting. While working on earning her Chartered Financial Analyst® (CFA®) designation, she spent more than six years at Envestnet conducting investment research and due diligence on multi-asset portfolio strategies, manager research, and portfolio construction before serving as a Senior Investment Strategist at UMB Bank, where she acted as the lead investment resource for high-net-worth individuals and families, developed customized portfolio strategies, managed discretionary advisory accounts, and provided ongoing investment guidance as part of comprehensive wealth management plans.
Outside of the office, Christine enjoys spending time with her significant other, Henry, and their two cats. They are major sport enthusiasts following all Colorado sports teams as well as the Yankees.
Education and Professional Milestones
-Colorado State University - Bachelor of Business Administration in finance with specializations in corporate finance, investment analysis, and real estate. Graduated magna cum laude.