Karissa is in charge of our Client Relations Department, our day to day business operations and back office processing. She has over 15 years experience in the client relations industry. As Client Relationship Manager, Karissa is tasked with establishing, maintaining, and enhancing the relationship between our advisors and clients. She can provide assistance with account questions, research and specific requests. In addition, she would love to hear from you regarding any suggestions in our ongoing quest in providing you with exceptional service. Please don’t hesitate to call Karissa if you have any questions regarding your online account or personal financial website information.
Born and raised in Long Island, Karissa currently lives in Long Beach with her husband, Kevin. Karissa loves to travel, take walks on the boardwalk, and hang with her two children.