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Cristina is a Partner in the New York office with more than ten years of experience managing client relationships and providing comprehensive wealth management to high-net-worth individuals and families.
Prior to joining Cerity Partners, Cristina was a Senior Vice President and Partner with EMM Wealth. She served as the Co-Head of the Wealth Advisory Group and on the firm’s investment committee. Her responsibilities included asset allocation, implementation of investment plans, cash flow management, financial planning, and monitoring of client portfolios.
What inspired you to pursue your career in financial management?
My family. My parents own a business on Long Island, which always spurred my interest in business and finance. College courses that focused on the markets were the most interesting to me. While many think it’s just math and logic, psychology (an interest of mine) is a much bigger factor.
Why is wealth management critical, especially today?
People have never been busier. Between families, careers, passion projects, etc. In our 24/7 culture, it’s impossible to focus on financial management and all of its facets with the amount of attention it deserves. We are here to be the specialists paying attention to the daily details so that clients can live their lives and focus on what’s most important to them.
What do you do in your personal life that helps you help your clients?
Reading: learning new things, thinking of different perspectives, understanding history
Baking: it teaches precision, patience, and attention to detail
Travel: understanding different cultures and points of view
Skiing: keeping calm in a fast paced environment
What does the world need now more than anything?
Compassion and empathy. I try to always put myself in the other person’s shoes to understand their perspective before making assumptions.
Tough economic times often lead to a drop in charitable giving as individuals, families and businesses look for ways to save money and meet expenses. But it’s during these times that our gifts are needed the most.
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