Kirstie has over 24 years of experience in the wealth management industry. In her current role as relationship manager, she advises high net worth clients on investment management, personal financial planning, and retirement planning strategies. As director of portfolio management, she oversees the team of portfolio managers, who are responsible for portfolio construction, review, and analysis. Since joining West Financial Services in 1998, she has held a variety of positions, including director of client services where she managed all aspects of client service, custodian relations, and account administration. Kirstie is a graduate of Syracuse University, where she received a BS in Financ