Your organization has many responsibilities—to shareholders, employees and their families. Today, successfully meeting those responsibilities has become more complex.
I offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to me about how I can help support you in your fiduciary role.
UBS Institutional Consulting - Atlanta has been recognized as industry leaders.
- Barron's Top Institutional Consultants, 2015, 2016, 2017
- Ranked #1 on Barron's Top Institutional Consultants 2018
- Kristi has over 15 years of consulting experience
- Currently holds her CIMA, CFP, & MBA