Christie joined Kanaly in 2008 and brings over seventeen years of industry experience to the firm. As a Portfolio Analyst, she is a member of the investments team and works closely with other team members to implement Kanaly’s overall investment strategy. She is responsible for supervising the trading and rebalancing of client portfolios, and ensuring that portfolios adhere to stated investment parameters. She is also responsible for performance tracking and reporting.
Prior to joining Kanaly, Christie worked at AIM Investments (now Invesco) as the supervisor of the separately managed accounts operational trading department. Her responsibilities included supervising employees and overseeing the team’s daily job functions, various projects, and the creation and execution of trades across managed accounts.
Christie earned a Masters of Investment Management and Financial Analysis from Creighton University and received her Bachelor of Business Administration in Finance from the University of Houston-Downtown, graduating cum laude. Christie is a member of the Beta Gamma Sigma International Honor Society, a national scholastic honor society in the field of business administration.