Krishma is responsible for the analysis of client investment portfolios for The Wealth Office®. She assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2022, Krishma was a financial analyst within wealth management at Goldman Sachs and PNC Private Wealth. She graduated with a BSBA in Finance from Roosevelt University and is currently working toward the Certified Financial Planner (CFP®) designation. Her interests include traveling, fitness and spending time with family and friends.
