As Associate, Client Service, Kirsti is dedicated to enhancing client experiences at NewEdge Wealth. With over eight years of experience, she provides comprehensive operational support to both clients and advisors. Kirsti is proactive in anticipating client needs, resolving issues, and ensuring exceptional service. She handles various administrative and operational duties, supporting the team in their daily business practices, including client meetings, onboarding new clients, and marketing initiatives.
Before joining NewEdge, Kirsti was a Client Service Associate at Fielder Capital Group LLC and an Associate at JPMorgan Chase & Co. Kirsti attended Northeastern University, where she earned a Bachelor of Science in Economics. Originally from Houston, TX, she now resides in Nashville, TN.