Christy L. Watkins, CFA
Regional Investment Advisory Lead
Christy is responsible for managing a team of investment specialists in our Family Wealth group with experience in strategic asset allocation and portfolio management. She works with high-net-worth clients to develop customized investment portfolios based on their unique parameters for risk, return, liquidity, and other factors. Christy continually monitors and, when appropriate, rebalances her clients’ portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs. As a member of the Matrimonial Advisory Practice Team, Christy provides guidance, resources, and insights to clients impacted by divorce.
Prior to joining the Investment Management team, Christy served as a trust accountant in the Tax Department at Wilmington Trust. Her experience in taxation allows her to construct portfolio rebalancing strategies utilizing a tax-advantaged approach.
Christy holds a bachelor’s degree in finance from the University of Delaware, where she graduated magna cum laude. She is a CFA® charterholder, a member of the CFA Institute, and a member of the CFA Society Philadelphia, where she founded the Inve$t in Her Future initiative, driving engagement with young women regarding careers in investment management.
In 2022, Christy was named to the Forbes Lists for Top 100 Women Wealth Advisors in the U.S. and Best-In-Delaware Women Wealth Advisors. She also graduated from the Rising Leaders Development Program promoting leadership and diversity across M&T Bank.