Kristi Combs is a Managing Director in Greycourt’s Portland office and is responsible for client relations, including Greycourt’s business development and marketing strategy. Kristi focuses on building new client relationships and partnering with professionals to help new clients transition to Greycourt. She also oversees various initiatives at Greycourt including the client educational program and Greycourt’s Client Advisory Council.
Kristi has over 20 years of industry experience and 15 years of expertise in the family office marketplace. Prior to joining Greycourt, she spent five years with CTC Consulting as their director of business development and marketing. Prior to CTC, Kristi spent 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 is also passionate about helping children and young people. She volunteers her time with St. Andrew Nativity School, a tuition free middle school committed to serving young people of all faiths from low income backgrounds. She is involved with Girls, Inc., an organization focused on equipping young girls with skills and confidence to ensure a bright and economically independent future. She supports Cares NW, a community based program for the assessment, treatment and prevention of child abuse. She is also active with Portland Women in Investment Management (PWIM).