Ms. McDermott was most recently the Director of Client Service at Balentine, an Atlanta based wealth management firm. At Balentine, Kristi was responsible for management of the client service team with a focus on providing high touch service across all clients while creating operational and organizational efficiencies. Kristi’s previous experience includes an investor relations role at an LA based fund of hedge funds as well as her role as Senior Manager of Client Services at Windward Investment Management (the precursor firm to Windhaven Investment Management).

Kristi holds a BA in Economics from Trinity College in Hartford, CT.