EXECUTIVE LEADERSHIP
FINANCIAL PLANNERS
CLIENT SERVICES
PLANNING TEAM
TRISH PARSONS, CFP®, CDFA®, CIMA®
Senior Financial Advisor
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CERTIFIED FINANCIAL PLANNER™
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Certified Divorce Financial Analyst™
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Certified Investment Management Analyst®
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Masters of Business Administration (MBA)
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Investment Advisor Representative
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Registered Representative
Trish brings years of experience working in finance in both New York and London to Christopher Street Financial. She began her Wall Street career in the 1980’s with the Federal Reserve Bank as a bank examiner when Alan Greenspan was at the helm. Trish then continued to work with institutional clients at Citibank on the Municipal Bond Desk, at Bank of America/Merrill Lynch in both the Investment Banking and International Capital Markets Departments and at Salomon Brothers on the International Capital Markets Desk in both NY and London. These experiences give her a well-rounded knowledge base in the domestic and international equity and fixed income markets.
Her time has also been spent raising two wonderful sons who now attend Vanderbilt University in Nashville, TN and Northwestern University in Evanston, Il. There has also been a strong sense of responsibility for civic commitment as Trish worked in the non-profit area with Brunswick School in Greenwich CT, Treasurer for the Rye Historical Society and Treasurer for the Christ Church Nursery School.
Trish has now refocused her professional life from the requirements of financial institutions to financial planning and investment advisory services for individuals and families. She finds it so personally rewarding to advise clients and guide them towards their financial and life goals.
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Trish has a B.A. in Psychology from Columbia University
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MBA in Finance and Accounting from Kellogg Graduate School of Management.
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She has completed the New York University School of Professional Studies Certificate Program in Financial Planning, has passed the CFP exam and is a candidate for CFP certification.
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She also is a Certified Divorce Financial
Analyst and very much enjoys helping her divorce clients construct equitable financial settlements.
Trish lives in Fairfield County and enjoys cycling, spending time with her two Shetland Sheepdogs and is happiest when Harry and Will, her two sons, are home from college.