Kristi Furnari 2018-12-11T15:55:10+00:00

Project Description

Kristi Furnari

Portfolio Manager

Year joined H.G. Wellington: 2002

Current:
Kristi has mastered positions in several areas within the firm, including Portfolio Management, Systems Management, and Advisory Compliance. Most of all, she enjoys working with clients to create individualized investment portfolios based on long-term needs. She is grateful to be able to make a significant contribution toward the successful attainment of her client’s professional and financial goals.

Previous Experience/Career Highlights:
Soundview Technology Group, Associate – Venture Capital Division (subsequently acquired by Charles Schwab)

Education and Certifications:

  • Western Connecticut State University, BA – Business Administration, Finance
  • FINRA Licenses: Series 7, 63, 65

Other Interests and/or affiliations:

  • Spending time with her husband and three daughters
  • Advocate for inclusive education for students with disabilities
  • Partner in Ripple Co-working ripplecoworking.com
  • Board Member of the 5p-Society fivepminus.org

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