Kristy Hoffman Email & Phone Number
Principal, Senior Client Advisor @ Bessemer Trust
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Kristy Hoffman Location
- Atlanta, GA, US
Kristy Hoffman Work
- Principal, Senior Client Advisor @ (April 2022 - Present)
- Senior Vice President and SR. Client Advisor @ (December 2020 - April 2022)
- Senior Vice President and Client Advisor @ (July 2013 - December 2020)
- Associate Officer and Senior Associate @ Bernstein Global Wealth Management (April 2007 - July 2013)
Kristy Hoffman Education
- Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)
2014-2017 - DePaul University 2010-2011
- Miami University
Bachelor of Business Administration (B.B.A.); Pre-Med
2001-2005
Kristy Hoffman Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Equities
- Estate Planning
- Finance
- Financial Analysis
- Financial Modeling
- Hedge Funds
- Investment Management
- Investment Strategies
- Investments
- Portfolio Management
- Retirement Planning
- Series 63
- Series 7
- Trading
- Wealth Management
Kristy Hoffman Summary
- Kristy Hoffman, based in Atlanta, GA, US, is currently a Principal, Senior Client Advisor at Bessemer Trust. Kristy Hoffman brings experience from previous roles at Bessemer Trust and Bernstein Global Wealth Management. Kristy Hoffman holds a 2014 - 2017 Master of Business Administration (M.B.A.) @ Emory University - Goizueta Business School. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Equities, Estate Planning and more. Kristy Hoffman has 1 emails and 1 mobile phone numbers on RocketReach.
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