Christine M. DeVito

As a Client Relationship Specialist, Christine is the primary contact for clients’ day-to-day needs. Her responsibilities include client onboarding, money movement, gift processing, investment performance reporting, and providing tax information. Christine develops close relationships with her clients to ensure consistent and exceptional service. She also supports our portfolio management and wealth planning professionals.

Previously, Christine was director of operations for the Joey’s Restaurant Group, where she managed approximately two hundred employees while creating and maintaining internal systems and processes to enable effective service delivery.

In her free time, Christine enjoys spending time with her dogs Olive and Nipps.