Brookhaven, Georgia
Kristi joined UBS Institutional Consulting - Atlanta in 2000. Over the past 25 years
she has consulted corporations, non-profits and families on investment policy, asset allocation, investment selection and performance measurement for their respective retirement plans, operating reserves, foundation and endowments, and trust assets.
Kristi holds an MBA from Georgia State University. She is also a Certified Investment Management Analyst and a Certified Financial Planner. She has served
as Co-Chair and member of the UBS Institutional Consulting Advisory Committee and is a current member of the Investments and Wealth Institute.
Growing Wealth in Retirement Is a Dynamic, Perilous and Complex Process
Thursday, June 5, 2025
4:05 PM – 4:15 PM CT