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 has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.
SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.
We are proud to share our new office location in the historic River House building at 115 West Front Street, Perrysburg, OH 43551!
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
We would like to welcome Ryan Stoller to the SJS Team! Ryan serves SJS and our clients as an Associate Advisor.
We asked SJS interns Elizabeth Molique and Isabelle Szenderski to write a summary of what they did throughout the summer.
SJS Investment Services has been recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.
As I approach my 40th anniversary as a financial advisor, I can't help but look back on the road I've traveled.