About Kristy
Kristy provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Kristy works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Kristy is a Senior Portfolio Manager responsible for working with high net worth individuals to help them succeed with their financial goals. She partners with her clients, using her education and experience in financial analysis and financial planning to develop, implement, execute and monitor an investment plan that is the foundation for clients to build upon their wealth.
Education
MBA Finance DePaul University
BA in Finance Michigan State University
CFP
BA in Finance Michigan State University
CFP
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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