katie Cristofoli
client service associate
Katie is a Client Service Associate, helping to serve clients through financial planning, account administration, performance reporting, systems management, and regular communication. Additionally, Katie assists with SJS marketing initiatives and the Community Involvement initiative.
An Ohio native, Katie grew up in Sylvania, attending St. Ursula Academy. Katie graduated from The Ohio State University, where she received a Bachelor of Science in Marketing degree from the Fisher College of Business.
Katie started the first part of her career at Abercrombie & Fitch at the corporate headquarters in Columbus, Ohio, where she worked in Merchandising. Following her time at Abercrombie, Katie moved back to the Toledo-area because she loved growing up here and wanted to be closer to family. She was also looking to expand her financial skills while still utilizing her diverse skillset, and we are delighted that she decided to join SJS.
Outside of work, Katie serves on the Marketing Committee for St. Ursula Academy. She also loves spending time with her friends and family, particularly her niece and nephew. In her free time, Katie enjoys reading, skiing, and travelling to new places.
SJS Investment Services Founder & CEO Scott J. Savage has been recognized in the Forbes / SHOOK 2024 Best-In-State Wealth Advisors in Ohio ranking, as part of a ranking of wealth advisors within the United States.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
When working with investment managers, we want them to share that same client-first philosophy and sit on the same side of the table with us.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
The Outlook includes our evolving MarketPlus® Investing philosophy by standing on the shoulders of giants, and ways to help protect your personal information and financial assets. We also highlight The Ability Center and look forward to Q2 2024.
SRDAX is a shining example of the value alternatives can bring to traditional stock and bond strategies.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
Isn’t this picture magical? It's Main Street in Sylvania, Ohio, the small town where I founded SJS over 28 years ago!
The SJS Q4 2023 Outlook includes our insights on small town values, MarketPlus® Investing, and planning financially for the new year. We also highlight new SJS Team members and look forward to Q1 2024.
We would like to welcome Jeff Lewis to the SJS Team! Jeff is an Associate Advisor, working alongside Senior Advisors to serve our clients.