LGBT Financial, Gay Financial, Gay Investment, Gay Wealth, Gay Retirement, Gay Estate, Gay Tax, Gay Accounting, Gay CPA, Gay Planner, LGBT Investment, LGBT Retirement, LGBT Tax
  • WHO WE ARE

  • WHAT WE DO

  • MEET OUR TEAM

  • OUR BLOG

  • CLIENT LOGIN

  • More

    • Facebook Social Icon
    • LinkedIn Social Icon
    CONTACT US

    MEET OUR TEAM

    EXECUTIVE LEADERSHIP

    Jennifer Hatch, President
    Please reload

    FINANCIAL PLANNERS

    Jennifer Hatch, CFP®
    Judith Woodard, CFP®
    Trish Parsons, CFP®
    Pietro Messina, CFP®
    Lauren Sparks, CFP®
    Please reload

    CLIENT SERVICES

    Rick de Beauclair
    Mark Lingenfelter
    John Peplow
    Lane Spigner, CSRIC™
    Please reload

    PLANNING TEAM

    Ralph Randazzo, Esq.
    Tina Salandra, CPA
    Cindy Sterling, ChFC
    Ron L. Meyers, Esq.
    Please reload

    CONTACT US

    475 Park Avenue South

    Suite 2100

    New York, NY 10016

    T: 800-262-6644

    T: 212-242-2800

    F: 212-242-2820

    info@christopherstreet.com

    Trish Parsons, CDFA®

    TRISH PARSONS, CFP®, CDFA®, CIMA®

     

    Senior Financial Advisor

    trish@christopherstreet.com

     

    212.405.1602 | 800.262.6644,ext.1602

    • CERTIFIED FINANCIAL PLANNER™ 

    • Certified Divorce Financial Analyst™ 

    • Certified Investment Management Analyst®

    • Masters of Business Administration (MBA)

    • Investment Advisor Representative

    • 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.

     

    • Trish has a B.A. in Psychology from Columbia University 

    • MBA in Finance and Accounting from Kellogg Graduate School of Management. 

    • 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.  

    • 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.

    Check the background of this financial professional on FINRA's BrokerCheck.

    LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager

    Visit

    475 Park Avenue South

    Suite 2100

    New York, NY 10016 

    LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager

    Call

    T: 800-262-6644

    T: 212-242-2800

    F: 212-242-2820

    LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager
    LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager

    Contact

    info@christopherstreet.com

     

    LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager

    Request Information

    © 2019 by

    Christopher Street Financial.

    All rights reserved

    Securities offered through Kestra Investment Services, LLC (Kestra IS), member  FINRA / SIPC.  Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Christopher Street Financial is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.

     

    This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

    Form CRS - https://bit.ly/KF-Disclosures OR Form CRS