Senior Portfolio Analyst
Kristopher Korzi, CFP®, AIF®, boasts a unique ability to focus on details. A member of the Stonebridge Financial Group team since March 2015, he creates a range of investment strategies with an emphasis on cost and tax efficiency. His detail-oriented nature proves invaluable in assisting with the investment analysis process within the team’s managed investment strategies, providing in-depth research of exchange traded funds (ETFs), mutual funds and stocks.
Kris assists financial advisors with the entire client management process, from fact-finding to plan creation, implementation and ongoing monitoring. In addition to helping Stonebridge Financial Group work with individuals and families, Kris also offers investment analysis for retirement plan and institutional consulting clients.
Before he joined Stonebridge, Kris served as an Analyst for Public Financial Management. He received his Bachelor of Science and Master’s in Finance from West Virginia University. Kris also holds two certifications – Certified Financial Planner® (CFP®) Professional and an Accredited Investment Fiduciary (AIF®).
Kris lives with his wife, Jaynie, in Mechanicsburg. He enjoys spending time with family and friends, and you might find him cooking or hunting when he’s not at the office. Kris gives back by serving on the board of Big Brothers Big Sisters of the Capital Region and volunteering with the Crohn’s & Colitis Foundation.