Kristina joined Allegiant in 2014 and oversees the concierge-level client services at Allegiant Private Advisors. Through daily collaborations with our Wealth Advisor, Investment Research, and Client Service teams, Kristina is able to proactively monitor and address clients’ needs and provide personalized solutions in a timely manner. Areas of oversight include client onboarding, asset transfers, account maintenance, cash management, account succession, and establishing best practices to increase operational efficiencies. Prior to joining the firm, she worked at Suntrust Investment Services as an Investment Associate, and Donaldson Lufkin & Jenrette (DLJ) in New York as a Vice President for the Investment Banking IT division. Kristina received her B.S. in Business Management from Rider University in Lawrenceville, New Jersey.
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser