Christy joined the firm in January 2017 as an administrative assistant. She had recently retired from Russell Investments after 25 years as a Senior Client Service Associate in the Alternatives division of the Global Operations group. She has extensive experience in back-office operations including establishing procedures, processing workflows, managing cash flows, compliance, and client communications.
Christy’s current duties include managing the front office, providing client service, processing and tracking investment transactions, creating processes, implementing our electronic filing and organizing client events. Christy really enjoys working in a smaller firm that provides the opportunity to work one-on-one with clients. She often refers to her position as her “fun retirement job.”
After losing her husband Bob in 2016, Christy remarried a long-time friend, Scott Cowan, in 2020. Between them they have 4 children and 6 grandchildren and enjoy spending time with their friends and family, traveling in their RV, vacationing in Kahana, Maui, updating their home, and playing with and training their very active Australian Shepherd, Molly.