Christine Porter

Vice President

Christine Porter

My goal is to partner with clients and their families to optimize their finances especially during significant life milestones, including divorce, or the loss of a partner, receiving an inheritance, or nearing (or being in) retirement. I work closely with clients to listen and learn all I can about what’s most important to them so I can help with their financial goals. I’m especially passionate about helping women feel more in control of their finances.

Joined Karpus Investment Management in 2012
Previous experience ─ LVW Advisors, Convergent Wealth Advisors, Citi/Smith Barney Consulting Group

BS and MBA – Rochester Institute of Technology – Finance
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