Kristy Hoffman Email & Phone Number

Principal, Senior Client Advisor @ Bessemer Trust

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Kristy Hoffman Location

Atlanta, GA, US

Kristy Hoffman Work

2022 - now Principal, Senior Client Advisor @ Bessemer Trust
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2020 - 2022 Senior Vice President and SR. Client Advisor @ Bessemer Trust
2013 - 2020 Senior Vice President and Client Advisor @ Bessemer Trust

2007 - 2013 Associate Officer and Senior Associate @ Bernstein Private Wealth Management

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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
Estate Planning
Portfolio Management

Financial Modeling
Series 63
Investment Strategies
Wealth Management
Investments
Trading
Asset Management

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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, Estate Planning, Portfolio Management, Financial Modeling, Series 63 and more. Kristy Hoffman has 1 emails and 1 mobile phone numbers on RocketReach.

Kristy Hoffman Emails

Found 1 emails

@bessemer.com

Kristy Hoffman Phone Numbers

Found 2 phone numbers

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