Cristi Given

Since entering the financial services industry in 2010, Cristi has built a reputation for keeping complex projects on track and putting client service at the heart of everything she does. With a deep understanding of operational workflows and over a decade of hands-on experience in the industry, she plays a key role in coordinating client projects while ensuring that every interaction reflects the firm’s commitment to excellence.

Cristi brings significant prior management experience to her work, overseeing multiple projects simultaneously. Her ability to self-direct, stay organized, and communicate clearly makes her an essential part of the team’s daily operations and client experience. Her primary focus is always on delivering thoughtful, responsive service and helping create a positive, meaningful experience for every client.

Outside of work, Cristi enjoys the pursuit of knowledge, woodworking, ceramics, and a good game of pickleball.