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Kristi Combs

Kristi Combs is a director in Greycourt's Portland office and is responsible for business development and marketing efforts. Kristi focuses on building new client relationships and partnering with Greycourt professionals to help new clients transition to Greycourt. Kristi has 18 years of industry experience and eleven years of expertise in the family office marketplace. Prior to joining Greycourt, she spent five and a half years with CTC Consulting as their director of marketing, overseeing CTC's business development and marketing strategy. Prior to CTC, Kristi spent over five years with Schwab Institutional as a relationship manager and business development officer for investment advisors and family offices. Before Schwab, she was with SunAmerica in their broker/dealer division, working with independent financial advisors. Kristi began her career in 1993 in the investment services group of BISYS, Inc., a business solutions provider to financial institutions. Kristi received a BA in finance from Miami University of Ohio. Kristi is a member of the board of the Portland Alternative Investment Association and is active in the CFA Society of Portland. In her spare time, Kristi is a volunteer with Hands On Portland, a community organization that matches individuals with a wide range of volunteer opportunities.