Christie Gent, MBA
Director, Private Wealth and Family Office Services
Christie is an integral member of the service team for the firm’s Family Office (FO) clients. She is responsible for ensuring the efficient and effective operation of the FO group by working alongside advisors, internal staff, external accountants and attorneys, custodians, and other client service providers. Christie assists the firm’s senior advisors in addressing the unique and complex needs of the Firm’s FO clients, including the establishment of customized operational and administrative processes to meet the specific structural needs of each client, exploring opportunities for cost containment among service providers, leveraging the firm’s technology resources to address reporting needs, and coordinating the operational elements of the client’s investment portfolio. Christie attended Providence College where she received a degree in Finance as well as an MBA.