![Kristi de Grys](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kristi de Grys
Gestionnaire de Portefeuille-Actions chez
Focus Partners Wealth LLC
Profil
Ms. Kristi de Grys is a Managing Director of Investment Strategy at Focus Partners Wealth LLC.
She works closely with other members of the Investment Leadership team to establish and update Focus Partners Wealth investment portfolios with a particular focus on strategic asset allocation and systematic approaches.
Ms. de Grys joined Focus Partners in early 2025.
At her prior firm, she served as Chief Operating, Investment, and Compliance Officer, and was responsible for overseeing investment offerings, client service, operations, and compliance.
Prior to joining the financial industry, she spent 18 years as an engineer, project manager, and product line head at Aerojet-Rocketdyne (now L-3 Harris).
She received her undergraduate degree from Yale University.
Postes actifs de Kristi de Grys
| Sociétés | Poste | Début |
|---|---|---|
Focus Partners Wealth LLC
 Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Gestionnaire de Portefeuille-Actions | 01/02/2025 |
Anciens postes connus de Kristi de Grys
| Sociétés | Poste | Fin |
|---|---|---|
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives. | Directeur de la Recherche - Actions | 01/03/2019 |
Formation de Kristi de Grys
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Finance |
Yale University
 Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives. | Finance |
