Kristopher is a Financial Advisor, focusing his practice on strategic wealth planning. Prior to joining the firm in 2016, Kristopher was a member of Alliance Bernstein’s Private Wealth Management Group in New York City, where he directed daily operations of a $2 Billion + portfolio of assets, and developed and maintained relationships with 350+ high net worth clients.
Kristopher is a second-generation advisor and continues to work closely with his father’s leading practice, a path he has followed from high school. Through this experience, Kristopher has developed a mastery of and passion for helping clients navigate important financial decisions through thoughtful planning predicated upon analytical framework and meaningful relationships. Kristopher is highly engaged in capital markets, current events, and the evolving investment management process.
Kristopher received his B.A. in Economics from Union College (NY) with honors, and currently resides in Brooklyn. Away from the office Kristopher enjoys running, snowboarding, playing guitar, and spending time with family and friends.
Securities offered through Equitable Advisors, LLC (NY, NY 212- 314-4600) (member FINRA, SIPC) (Equitable Financial Advisors in Ml & TN). Investment advisory products and services offered through Equitable Advisors, LLC (NY, NY 212- 314-4600), an SEC-registered investment advisor. Annuity and insurance products offered through Network, LLC. Sequoia Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-7026783.1 (9/24)(Exp. 9/26)
AR Insurance Lic. # 16721694