Cristin M. ZafoliasDirector of Portfolio & Wealth Advisory
Cristin joined BBR Partners in 2015 and is a Director of Portfolio & Wealth Advisory. Her responsibilities include working with families to help them identify and define their overall financial goals and objectives, while integrating other aspects of their financial lives such as Trust & Estate planning and Philanthropic planning into a cohesive wealth management plan.
Prior to joining BBR, Cristin was an Investment Management Associate at Convergent Wealth Advisors where she served as a trusted advisor and main point of contact to many of Convergent’s Ultra-High Net Worth clients. She was responsible for customizing wealth management solutions, to meet client’s individual needs, and objectives, including asset allocation, portfolio construction and plan implementation.
Cristin earned her Bachelor of Science degree in Finance from University of Delaware and was a member of Alpha Phi.
Cristin resides in New York City’s Upper East Side neighborhood with her husband, Apostolos and son, Alexander. When not in the office, Cristin enjoys traveling, yoga and running.