Christina L. Bresnan, CFA®
Manager – Investment Advisory Services
Christina has more than twenty-five years of experience in the financial services industry. She entered the profession as an operations manager for an advisory firm and advanced into the role of senior analyst. Chrisy’s strong academic credentials and overall professionalism quickly propelled her into a leadership position within our Firm. She manages all aspects of the investment advisory service line, supervises operations, overseas research efforts and associate portfolio managers. Chrisy and her team monitor economic and market trends while rigorously challenging new and existing investment opportunities. She is a respected source of technical guidance and managerial support. Chrisy also works directly with clients to develop investment policies, asset allocation targets and implementation programs.
Chrisy earned a degree in Economics with a concentration in Finance from the University of Maryland Baltimore County in 1994. She is a Chartered Financial Analyst (CFA®) charterholder, widely regarded as the preeminent designation in the investment industry. She was a contributing editor to The Tools & Techniques of Investment Planning, a reference book for investment professionals. Additionally, she earned the Certified Fund Specialist designation from the Institute of Business and Finance.
Chrisy is a member of the CFA Institute and its local chapter, the CFA Society of Washington, DC. CFA Institute is a professional organization dedicated to providing the highest ethical standards and professional excellence in the global investment community.